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刚刚,利好来了!
中国基金报·2025-09-22 03:59

Core Viewpoint - The article discusses the "Steel Industry Stabilization and Growth Work Plan (2025-2026)" issued by five government departments, aiming to enhance the steel industry's growth, optimize its structure, and promote green and digital transformation [2][5][9]. Summary by Sections Overall Requirements - The plan emphasizes the integration of quality and efficiency, technological innovation, and the need for a balanced supply-demand relationship, while prohibiting new capacity and implementing production reductions [10]. Main Goals - The steel industry is expected to achieve an average annual growth of around 4% in value added from 2025 to 2026, with improved economic benefits and a more balanced market supply-demand situation [11]. Work Measures - Strengthening Industry Management: The plan includes precise control of capacity and production, promoting the development of low-carbon steelmaking processes, and implementing a tiered management system for steel enterprises [12][13]. - Enhancing Technological Innovation: Focus on improving the supply of high-end products and upgrading the quality of bulk products, while stabilizing the supply of raw materials [14][15]. - Expanding Effective Investment: Encouragement of equipment upgrades, digital transformation, and green low-carbon modifications, with a target to complete ultra-low emission modifications by the end of 2025 [16][17]. - Expanding Consumption Demand: The plan aims to stimulate market demand by promoting steel applications in various sectors and enhancing cooperation within the industry [18]. - Deepening Open Cooperation: It emphasizes the importance of international collaboration and maintaining a competitive order in steel product exports [19]. Guarantee Measures - Organizational Support: Local governments are urged to prioritize the steel industry's growth and implement detailed measures for task execution [20]. - Policy Support: The plan includes financial support for technological innovation and digital transformation, as well as talent development in new materials and processes [20][21]. - Monitoring and Scheduling: Regular monitoring of industry operations and timely identification of potential issues are highlighted to assist enterprises in overcoming challenges [21].