Core Viewpoint - The Ministry of Industry and Information Technology, along with other departments, has issued a plan for the steel industry aimed at achieving an average annual growth of around 4% in value-added output from 2025 to 2026, with a focus on stabilizing economic benefits, balancing supply and demand, optimizing industrial structure, enhancing effective supply capacity, and significantly improving green low-carbon and digital development levels [1] Group 1: Industry Management and Capacity Control - The plan emphasizes strengthening industry management and promoting survival of the fittest through precise control of capacity and output [2] - It includes revising the capacity replacement implementation measures, increasing the intensity of capacity reduction, and supporting low-carbon iron-making processes and high-end special steel projects with differentiated replacement ratios [2] - The policy aims to facilitate the transfer of steel production capacity from key air pollution prevention areas to other regions and continues to implement output reduction policies to maintain dynamic balance between supply and demand [2] Group 2: Technological Innovation and Supply Capability - The plan focuses on enhancing the supply capacity of high-end products by organizing collaboration among steel enterprises, upstream and downstream companies, universities, and research institutions [3] - It aims to improve the quality of bulk products and establish green low-carbon product standards, promoting the certification of green low-carbon steel products [3] - The plan also emphasizes stabilizing the supply of raw materials by accelerating the commencement and expansion of key domestic iron ore projects [3] Group 3: Investment Expansion and Market Demand - The plan encourages effective investment and promotes transformation and upgrading by updating process equipment and supporting the application of advanced electric furnaces and special smelting equipment [4] - It aims to accelerate digital transformation in the steel industry and develop evaluation standards for digital transformation levels [4] - The plan seeks to stimulate market consumption potential by deepening cooperation in key steel application areas and promoting the use of steel structures in various construction projects [4]

Core Viewpoint - The Ministry of Industry and Information Technology and other departments have released a plan to promote stable growth in the steel industry, targeting an average annual growth of around 4% in value added from 2025 to 2026, with a focus on economic recovery, balanced supply and demand, optimized industrial structure, enhanced effective supply capacity, and significant improvements in green, low-carbon, and digital development levels [1][7][25]. Summary by Sections Overall Requirements - The plan emphasizes the integration of quality and efficiency, focusing on technological and industrial innovation, and enhancing supply-demand adaptability while prohibiting new capacity and implementing production reductions [6][24]. Main Goals - The steel industry aims for an average annual growth of approximately 4% in value added from 2025 to 2026, with economic benefits stabilizing and improving, a more balanced market supply and demand, an optimized industrial structure, and significant advancements in green, low-carbon, and digital development [7][25]. Work Measures - **Strengthening Industry Management**: Implement precise capacity and production control, promote the exit of inefficient capacity, and support leading enterprises to achieve dynamic balance in supply and demand [8][29]. - **Enhancing Technological Innovation**: Focus on improving the supply capacity of high-end products and upgrading the quality of bulk products while stabilizing raw material supply [9][36]. - **Expanding Effective Investment**: Accelerate the update of processes and equipment, promote digital transformation, and advance green and low-carbon modifications [10][42]. - **Expanding Market Demand**: Explore steel application needs and deepen cooperation in key steel usage sectors [12][49]. - **Deepening Open Cooperation**: Enhance international development and optimize the export structure of steel products [13][53]. Implementation Guarantees - **Organizational Support**: Local governments should prioritize stable growth in the steel industry and refine work measures for task implementation [14][56]. - **Policy Support**: Utilize existing financial policies to support the steel industry's transformation and innovation [14][56]. - **Monitoring and Scheduling**: Conduct regular monitoring and establish early warning mechanisms for capacity to ensure stable industry operations [15][56].

Core Viewpoint - The Ministry of Industry and Information Technology, along with other governmental departments, has issued a "Steel Industry Growth Stabilization Work Plan (2025-2026)" aiming for an average annual growth of around 4% in the steel industry's added value, with a focus on balancing supply and demand, optimizing industrial structure, and enhancing green and digital development levels during this period [1]. Group 1: Capacity and Production Control - The plan emphasizes precise control of capacity and production, including revising the capacity replacement implementation measures and increasing support for low-carbon steelmaking processes such as electric arc furnaces and hydrogen metallurgy [2]. - It aims to strengthen industry management and promote the survival of the fittest by enhancing capacity replacement and project approval processes [2]. Group 2: Technological Innovation and Supply Capability - The plan calls for enhancing the supply capacity of high-end products, focusing on key steel materials needed for high-end equipment and core components, and promoting collaboration among steel enterprises, downstream industries, and research institutions [3]. - It also emphasizes the need for quality upgrades in bulk products and the establishment of green low-carbon product standards [3]. Group 3: Investment and Market Demand - The plan proposes to promote effective investment and facilitate transformation by updating processes and equipment, including the upgrade of outdated equipment and the promotion of advanced electric furnaces [4]. - It encourages the exploration of steel application demands and the establishment of long-term cooperation agreements to stabilize the industrial chain [4]. Group 4: International Cooperation - The plan highlights the importance of strengthening export management of steel products and optimizing the export product structure to enhance international competitiveness [5]. Group 5: Policy Support - The plan stresses the need for local governments to prioritize the stabilization of the steel industry and to implement detailed measures for task execution [6]. - It also mentions the use of financial tools and policies to support the industry's transformation and the cultivation of high-end talent in new materials and digital transformation [7].

在需求端，方案围绕深化重点领域合作、推广重点领域应用、培育供应链服务平台三方面挖掘钢材应用 需求，维护钢材市场稳定，激发市场消费潜力。 此外，方案还提出推进工艺设备更新、加快数字化转型、推进绿色低碳改造，促进转型升级，通过强化 钢铁产品出口管理等方式提高国际化发展水平。 【纠错】 【责任编辑:谷玥】 方案还明确了一系列2025年至2026年钢铁行业稳增长主要目标：经济效益企稳回升，市场供需更趋平 衡，产业结构更加优化，有效供给能力不断增强，绿色低碳、数字化发展水平显著提升。 当前，钢铁行业供给总量过大，有效需求不足，供需失衡是影响行业发展质量和效益的主要矛盾。方案 从供需两端协同发力提出五方面十项工作举措，推动钢铁行业实现质的有效提升和量的合理增长。 在供给端，实施产能产量精准调控、推进钢铁企业分级分类管理，加强行业管理，促进优胜劣汰；增强 高端产品供给能力、促进大宗产品质量升级、稳定原燃料供给，提升有效供给能力。 新华社北京9月22日电（记者王悦阳）记者22日从工业和信息化部获悉，工业和信息化部、自然资源 部、生态环境部、商务部、市场监管总局五部门日前联合印发《钢铁行业稳增长工作方案（2025—2026 年 ...

Core Viewpoint - The Ministry of Industry and Information Technology, along with other departments, has issued the "Steel Industry Stabilization Growth Work Plan (2025-2026)", aiming for an average annual growth of around 4% in the steel industry's added value, with a focus on optimizing industrial structure and enhancing green, low-carbon, and digital development levels [1][2]. Group 1: Key Measures - The plan outlines five key measures: strengthening industry management, enhancing technological innovation, expanding effective investment, broadening market demand, and deepening open cooperation [2]. - Industry management will be improved through capacity reduction and replacement, production control, and classification management to promote supply-demand balance and phase out inefficient capacity [2][3]. - Technological innovation will focus on enhancing high-end product supply capabilities and improving the quality of bulk products while ensuring stable raw material supply [2][3]. Group 2: Specific Initiatives - The plan emphasizes precise control of capacity and production, revising capacity replacement methods, and supporting low-carbon iron-making processes [3]. - It aims to promote quality upgrades in bulk products, particularly in key steel-consuming industries such as automotive and machinery, while establishing green low-carbon product standards [3][4]. - To stabilize raw material supply, the plan encourages the commencement of key domestic iron ore projects and supports long-term agreements between steel and coking coal enterprises [4].

Core Viewpoint - The Ministry of Industry and Information Technology and other departments have released the "Steel Industry Stabilization and Growth Work Plan (2025-2026)", focusing on precise control of capacity and output, promoting green low-carbon transformation, and enhancing industry management to achieve balanced supply and demand [1][5][19]. Group 1: Overall Requirements and Goals - The plan aims for an average annual growth of around 4% in the steel industry's added value from 2025 to 2026, with improved economic efficiency and a more balanced market supply and demand [7][20]. - The overall approach emphasizes quality and efficiency, integrating technological and industrial innovation, and enhancing supply-demand adaptability [6][26]. Group 2: Key Measures - Implementation of precise capacity and output control, including revising capacity replacement methods and supporting low-carbon steel production projects [8][9]. - Promotion of green low-carbon transformation, with a target to complete ultra-low emission modifications by the end of 2025 [12][19]. - Strengthening industry management through classification and evaluation of steel enterprises, guiding resources towards leading companies [9][10]. Group 3: Investment and Upgrading - Encouragement of effective investment to promote technological upgrades and digital transformation within the industry [11][22]. - Support for the construction of digital carbon management centers and the establishment of carbon footprint accounting standards for steel products [12][22]. Group 4: Expanding Consumption and International Cooperation - Exploration of steel application demands and fostering cooperation in key sectors such as shipbuilding [13][22]. - Promotion of international development by optimizing steel product export management and enhancing competitiveness in global markets [14][22]. Group 5: Implementation Guarantees - Emphasis on organizational support and collaboration among various levels of government and industry associations to ensure the effective implementation of the plan [23][24]. - Utilization of financial policies to support the steel industry's transformation and development [24][62].

近年来，钢铁行业持续下行，稳增长压力较大。一是钢材消费达峰，需求持续下降。房地产用钢需求短 期难以回升，传统建筑用材需求减少，基础设施建设对需求贡献潜力降低，汽车、造船等制造业需求虽 有所增长，但难以弥补传统建材减量。贸易摩擦多发频发，钢材直接出口不确定性增加。供给能力仍然 处于高位，企业竞争进一步加剧。二是近年行业处于微利状态，企业经营压力不断加大。2024年，钢铁 行业利润662.9亿元，同比减少42.6%，行业亏损面较大。今年1-7月，钢铁行业虽然实现利润830.3亿 元，但行业稳增长的基础并不牢固。三是环保和双碳约束进一步趋紧，绿色低碳转型更趋紧迫。2025年 底前全国80%以上的钢铁产能将完成超低排放改造，今年也是钢铁行业纳入全国碳排放权交易市场的第 一年。钢铁企业持续推进绿色低碳技术改造，以及后期运维均需要增加投入，带来较大资金需求。 ...

人民财讯9月22日电，工业和信息化部有关负责人解读《钢铁行业稳增长工作方案(2025—2026年)》， 《方案》坚持问题导向、目标导向，聚焦强治理、优供给、促转型、扩消费、增合作等，共提出5个方 面10条具体举措：一是聚焦消费达峰、需求下行突出矛盾，提出加强行业管理，实施产能产量精准调 控，推进钢铁企业分级分类管理，促进供需动态平衡、优胜劣汰。二是聚焦提升供给质量，提出强化产 业科技创新，增强高端产品供给能力，促进大宗产品质量升级，稳定原燃料供给，提升有效供给能力。 三是聚焦行业改造升级，提出扩大有效投资，推进工艺设备更新改造，加快数字化转型，推进绿色低碳 发展，促进行业转型升级。四是聚焦扩大有效消费，提出挖掘钢材应用需求，深化钢铁与船舶等重点用 钢领域的上下游合作，积极推广钢结构在住宅、公共建筑、中小跨径桥梁等领域应用，激发释放消费潜 力。五是聚焦深化开放合作，提出强化钢铁产品出口管理，维护出口竞争秩序，优化钢铁出口产品结 构，依法依规开展钢铁产品国际贸易，引导钢铁产品与装备、技术、服务等协同走出去，提高国际化发 展水平。 ...

工业和信息化部等五部门印发《钢铁行业稳增长工作方案（2025－2026年）》的通知。其中提到，加强 政策支持。利用科技创新和技术改造专项再贷款、超长期特别国债等政策，重点支持钢铁行业减污降碳 协同增效改造、数字化转型改造、资源综合利用等。落实好废钢铁回收"反向开票"政策，推动废钢铁回 收行业规范健康发展。引导金融机构按照市场化、法治化、有扶有控的原则，针对钢铁行业特点，综合 运用各类金融工具，为钢铁企业提供优质金融服务。加大人才培养力度，围绕新材料新工艺研发创新和 数字化转型需求，培育一批高端复合型人才。 ...

Group 1 - Steel stocks experienced a broad increase in early trading, with Chongqing Steel rising by 2.92% to HKD 1.41, Maanshan Steel up by 1.61% to HKD 2.52, and China Hanking increasing by 1.1% to HKD 3.67 [1] - The Ministry of Industry and Information Technology and other departments issued the "Steel Industry Growth Stabilization Work Plan (2025-2026)" on September 22, setting an annual growth target of around 4% for the steel industry's added value over the next two years [1] - The plan emphasizes "stabilizing growth and preventing internal competition" as its core, guiding structural adjustments and high-quality development in China's steel industry [1] Group 2 - The work plan proposes precise control of capacity and output, promotes graded management of steel enterprises, prohibits new capacity, and guides resource allocation towards competitive enterprises to achieve dynamic balance between supply and demand [1] - Experts indicate that "equipment upgrading" and "low-carbon transformation" will be the two core competitive issues in the future, with a requirement for steel companies to accelerate the elimination of outdated equipment [1] - By the end of 2025, over 80% of steel production capacity is expected to complete ultra-low emission transformations [1] Group 3 - CICC anticipates that in the second half of 2025, production control is likely to be implemented against the backdrop of preventing internal competition, with an expected recovery in market sentiment leading to improved supply and demand in the industry [2] - The current steel industry is at the left side of a major cycle bottom reversal, with the bottom of the cycle becoming increasingly clear, indicating a potential upward resonance in the industry cycle [2]