时隔16年，我国再对钢铁实施出口许可证管理

Core Viewpoint - The Chinese government is reintroducing export license management for certain steel products starting January 1, 2026, marking a significant shift in steel export regulation after 16 years of deregulation. This move aims to guide the standardized export of steel products and promote high-quality development in the steel industry [3][4]. Group 1: Policy Changes - The Ministry of Commerce and the General Administration of Customs announced the implementation of export license management for 300 steel product categories, covering the entire industry chain from raw materials to finished products [3]. - This policy is part of a broader strategy to address challenges in the steel industry and is aligned with the "Steel Industry Stabilization and Growth Work Plan (2025-2026)" issued by multiple government departments [4]. Group 2: Export Trends - In the first 11 months of 2025, China's steel exports reached 107.7 million tons, a year-on-year increase of 6.7%, with an expected total export volume of 115 million tons for the year, surpassing the historical high of 112 million tons in 2015 [4]. - Despite the increase in export volume, there are structural issues, such as declining export prices and a surge in low-value-added primary product exports, which could lead to increased energy consumption and carbon emissions [4][5]. Group 3: Trade Friction and Market Strategy - The steel industry has faced a significant rise in trade friction, with over 50 anti-dumping cases reported since 2024, the highest in history. Countries like Vietnam, India, and South Korea have imposed anti-dumping duties on Chinese steel products, with rates reaching up to 38.02% [5]. - The introduction of export license management is expected to increase compliance costs for low-value-added products, prompting companies to adjust their product structures and explore new markets in Africa and Latin America [5]. Group 4: Recommendations for Companies - Companies are advised to familiarize themselves with the specific product categories under the new management and prepare necessary documentation for export contracts and quality inspections [6]. - There is a call for increased R&D investment to develop high-end products such as high-performance bearing steel and gear steel, with some leading companies already exporting "green steel" products that significantly reduce carbon emissions [6].