"我们加快把自身资源、区位优势和产业基础转变为发展优势，天山南北一年一个新面貌……" 9月19日，国新办举行《新时代党的治疆方略的成功实践》白皮书新闻发布会，新疆维吾尔自治区党委 副书记、自治区主席艾尔肯·吐尼亚孜如是说道。 能源动脉点亮万家灯火、西部粮仓夯实中国饭碗、"新疆是个好地方"唱响世界……地区生产总值从1955 年的12.3亿元到2024年突破2万亿元大关，新疆取得了历史性成就、发生了历史性变革。 70年来，新疆从百废待兴到百业兴旺，聚焦"国家所需、新疆所能、群众所盼"，具有新疆特色优势的现 代产业体系集群效应全面显现，为打造新发展格局战略支点注入澎湃动能。 更"新" 8月底，在第二届低空产业创新发展大会上，新疆天域航通科技有限公司签下10亿元订单，其中海外订 单40余套，这是兵团企业首份海外无人机订单。 走进天域航通生产车间，国内最先进的脉动生产线运转不停，正加紧赶制订单。鸿雁（HY100）大型无 人机目前广泛应用于农林植保、物流运输、应急抢险等各个领域。 随着碳捕集、利用与封存（CCUS）技术的应用，一场由创新引发的绿色革命正在兴起。 新疆油田采油二厂八区530井区CO2混相驱先导试验站内，"捕 ...

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints - On August 11, the main contracts of rebar and hot-rolled coil futures rebounded. After the implementation of production restrictions in Tangshan, the spot market transactions in the Beijing-Tianjin-Hebei region became active, and market expectations improved. The steel futures market, which had significantly declined at the end of July and early August, turned upward again recently. It is recommended to view the market with a bullish bias in the short term, but pay attention to the impact of the stock market and risk appetite on the black commodity market [7][11]. 3. Summary by Directory 3.1 Market Review and Future Outlook - **Market Review**: On August 11, the main contracts of rebar and hot-rolled coil futures 2510 oscillated and rebounded, recovering about half of the decline since July 31 and most of the decline since July 30 respectively. Most of the main rebar and hot-rolled coil spot market prices rose. The daily KDJ indicators of the rebar and hot-rolled coil 2510 contracts showed divergent trends, with the J and K values turning upward and the D value continuing to decline. The daily MACD green bars of both contracts narrowed [7][9]. - **Future Outlook**: Tangshan's production restrictions from August 16 to September 3 will affect the daily output of 35 billet-rolling section steel enterprises by about 90,000 tons. If the inhibitory effect of production restrictions on raw material demand is less than the boosting effect of increased steel profits, the market may strengthen again in the short term. It is recommended to view the market with a bullish bias before mid-August, and pay attention to the follow-up rise of the raw material market and the impact of the stock market and risk appetite on the black commodity market [10][11]. 3.2 Industry News - **Economic Data**: In July, the national industrial producer prices and purchase prices decreased month-on-month, but the decline narrowed. The CPI was flat year-on-year and rose 0.4% month-on-month. The core CPI increased by 0.8% year-on-year, reaching the highest level since March 2024. The PPI decreased by 3.6% year-on-year, and the month-on-month decline narrowed for the first time since March [12]. - **Industry Policy**: The market competition order of industries such as coal, steel, photovoltaic, cement, and lithium battery has been continuously optimized, and the prices of production materials have improved marginally [12]. - **Company News**: As of July, 600 million tons of crude steel production capacity and 147 steel enterprises in China have completed the whole-process ultra-low emission transformation. The global steel demand has entered a stage of slow growth or even local decline, and steel enterprises are actively seeking transformation and upgrading. Some steel enterprises' performance has improved, and the industry's profitability has recovered [12]. - **International News**: The average tariff rate in the United States has reached 20.1%, the highest level since the early 1910s. Mongolia's coal exports from January to July decreased by 6.58% year-on-year, and Russia's seaborne coal exports in July increased by 2.65% month-on-month and 0.15% year-on-year. BHP will form an alliance to explore the development opportunities of CCUS technology in Asia [13]. 3.3 Data Overview - The report provides data on the spot prices, production, inventory, and capacity utilization rates of rebar and hot-rolled coil, as well as the basis between Shanghai spot prices and October contracts [15][20][23].