新华财经石家庄7月30日电（记者王小璐刘桃熊）今年上半年，我国钢铁行业在国家政策调控和行业自 律的共同作用下，钢铁产量同比减少，行业利润合理回升。在中国钢铁工业协会（以下简称"中钢协"） 六届十一次理事（扩大）会议上，中国钢铁工业协会会长赵民革表示，在国家继续实施粗钢产量调控的 背景下，若全行业进一步加强自律，钢铁行业的市场秩序、供求关系和发展活力将不断改善，效益向稳 向好、发展逐新逐绿的态势仍有望保持。 赵民革介绍，上半年，钢铁行业积极应对强供给、弱需求的挑战，加强行业自律，调整生产节奏，坚持 执行"三定三不要"经营原则，实现了粗钢产量稳中有降、经济效益同比改善、环保水平持续提升，行业 总体运行情况好于预期。 此外，上半年重点统计钢铁企业节能环保投资占比28.9%，同比提高4.3%；总能耗同比下降1.5%，环保 指标持续改善，绿色发展动能增强。 "自律控产稳运行是行业利润改善的核心原因，是实现行业效益逐步向可以支撑高质量发展的合理盈利 水平回归所必需的。"赵民革指出，同时也要看到，强劲的供给能力与减弱的需求强度仍然是钢铁市场 当前的主要矛盾，钢铁行业利润有所修复但持续性仍显不足。 他进一步表示，钢铁行业当前 ...

"企业自律控产较好，一方面保持了钢材库存低位、供需基本平衡、钢价相对平稳，一方面带来了原燃 料需求下降、成本重心下移。自律控产稳运行是行业利润改善的核心原因，是实现行业效益逐步向可以 支撑高质量发展的合理盈利水平回归所必需的。"赵民革进一步表示，同时也要看到，强劲的供给能力 与减弱的需求强度仍然是钢铁市场当前的主要矛盾，钢铁行业利润有所修复但持续性仍显不足。 他指出，在国家继续实施粗钢产量调控的背景下，只要全行业进一步加强自律，在有为政府和有效市场 的良好互动、相互支撑下，钢铁行业的市场秩序将进一步规范、供求关系将进一步改善、发展活力将进 一步增强，效益向稳向好、发展逐新逐绿的态势仍有望保持。 展望下半年，赵民革表示，下半年，随着中央扩内需政策要求的进一步落实、为经济稳定运行发挥关键 支撑作用的政策相继落地，我国经济将保持稳中有进、向优向好的发展态势，超大规模市场优势和内需 潜力将为钢铁行业发展提供良好的环境。 （文章来源：新华财经） 新华财经唐山7月30日电（记者王小璐、刘桃熊） 中国钢铁工业协会会长赵民革在中国钢铁工业协会六 届十一次理事（扩大）会议上表示，上半年钢铁行业积极应对强供给、弱需求的挑战，加强 ...

Core Viewpoint - China's economy is showing resilience amid a complex global environment, but faces challenges in economic recovery, particularly in the steel market due to supply-demand imbalances and external pressures [1] Group 1: Economic Environment - China's macroeconomic policies have been effectively stimulating market activity through targeted fiscal and monetary measures [2] - The steel industry has maintained stable operations despite a challenging domestic and international macro environment [2] - The U.S. tariff disputes pose potential threats to China's steel exports, particularly through indirect impacts on production and consumption [2] Group 2: Industry Challenges - The steel industry is facing three main challenges: shrinking traditional demand alongside growing high-end steel demand, the impact of international trade conflicts, and the diminishing returns of ultra-low emission transformations [3] - There is skepticism regarding the improvement of structural contradictions within the steel industry, emphasizing the need for innovation and collaboration across the supply chain [3] Group 3: Demand Outlook - Short-term demand is expected to decline, particularly in the construction sector, while manufacturing remains a key growth area for steel consumption [5] - Long-term projections indicate that China's crude steel production will stabilize between 800 million to 900 million tons by 2035, maintaining its position as the largest steel market [5] Group 4: Industry Strategy - The steel industry is urged to adopt a self-disciplined approach to production, focusing on cost reduction and efficiency improvements [6] - There is a call for steel companies to embrace digitalization and innovation to enhance competitiveness and adapt to market changes [6] - Policies aimed at stabilizing housing prices and supporting the market are expected to provide some relief to the steel sector [6]

Core Viewpoint - The steel industry has seen a profit rebound in the first half of the year, driven by cost reductions, export boosts, and proactive cost-cutting measures by companies, with self-discipline in production being a key factor for profit improvement [1][4][6]. Group 1: Company Performance - Several listed steel companies have issued positive performance forecasts for the first half of the year, with notable increases in net profits: - Shougang Co. expects a net profit of 642 million to 672 million yuan, a year-on-year increase of 62.62%-70.22% [2] - Minmetals Development anticipates a net profit of 107 million yuan, up 111% [2] - Liugang Co. projects a net profit of 340 million to 400 million yuan, a staggering increase of 530%-641% [2] - Fangda Special Steel expects a net profit of 380 million to 430 million yuan, an increase of 133.33%-164.03% [2] - Other companies like Xinyu Steel, Shandong Steel, and others forecast a turnaround in profitability for the first half of 2025 [2]. Group 2: Industry Trends - The steel industry is experiencing a reduction in production and structural adjustments, with weak steel prices prevailing [2][4]. - The overall profit for the black metal smelting and rolling industry from January to May reached 31.69 billion yuan, better than the 29.19 billion yuan for the entire year of 2024 [4]. - The self-discipline in production among steel companies is seen as a core factor for profit improvement, despite ongoing supply-demand structural contradictions [4][5]. Group 3: Future Outlook - The outlook for steel prices in the second half of the year is uncertain, with expectations of limited upward movement due to weak domestic demand and potential challenges in maintaining high export levels [6][7]. - Analysts suggest that self-discipline in production will remain a critical variable influencing price trends, with a focus on quality and efficiency rather than merely high production volumes [7][8]. - The industry is urged to enhance integration, improve industry concentration, and phase out inefficient production capacities to achieve high-quality development [8].

Core Viewpoint - The Chinese steel industry is transitioning towards high-quality development, with total steel production reaching its peak and a clear trend of reduction in production capacity [1][2]. Group 1: Industry Trends - The steel industry is entering a phase of reduction in production, moving away from the traditional model of expanding scale and reducing costs, which has led to intense competition [2]. - The industry is focusing on self-discipline in production control, which is seen as a core reason for profit improvement [1][2]. - Domestic crude steel consumption is expected to remain around 800 to 900 million tons, with a gradual optimization of product structure [1]. Group 2: Data and Technology Utilization - Companies are encouraged to leverage data analysis and innovative technologies to enhance efficiency and effectiveness in operations [2]. - Shanghai Steel Union has made significant advancements in data collection and product innovation, including the successful application of generative AI products for various market services [2]. - The introduction of the Steel Union EBC system aims to create a comprehensive view of the industry chain, monitoring market dynamics and providing automatic alerts to improve market sensitivity [2]. Group 3: Supply Chain and Resource Allocation - The future of the industry should focus on transforming supply chain organization to achieve effective resource allocation, optimize processes, and enhance collaborative capabilities [3].

Core Viewpoint - The steel industry in China is facing a long-term strategic transformation due to an imbalance between supply and demand, necessitating capacity reduction and production control to achieve sustainable development [1][2][3]. Group 1: Current Challenges - The steel industry is experiencing severe imbalance between supply and demand, leading to intense competition and price suppression [2][3]. - Many steel companies are engaging in reckless production to maintain market share, even at a loss, which exacerbates the industry's financial struggles [2][7]. - The industry is characterized by low concentration and severe product homogeneity, contributing to chaotic competition [2][3]. Group 2: Urgency of Capacity Reduction - The need for capacity reduction and production control is urgent, as high production levels misaligned with demand pose long-term risks to the industry's health [3][4]. - Failure to address these issues could lead to increased market deflation pressure, heightened financial risks, and resource wastage [3][4]. Group 3: Proposed Solutions - A multi-faceted systemic reform is necessary, including stronger policy enforcement and top-level design to prevent chaotic competition [4][5]. - Mergers and acquisitions should be promoted to increase industry concentration and break local protectionism [4][5]. - Steel companies must shift focus from scale expansion to refined production and service, enhancing efficiency and profitability [4][5][6]. Group 4: International Market and Green Transition - Expanding exports of high-end products is crucial for absorbing domestic production, while green transformation presents both challenges and opportunities [5][6]. - The industry should leverage low-carbon technologies to gain policy benefits and market advantages [5][6]. Group 5: Exit of Inefficient Enterprises - The exit of low-end, inefficient enterprises is a natural market process that must be managed carefully to ensure orderly withdrawal [6]. - Collaboration among government, industry associations, and enterprises is essential to facilitate this process [6]. Group 6: Importance of Self-Discipline - The industry must adopt self-discipline in production to stabilize market prices and ensure reasonable profits [7][9]. - Leading enterprises should take the initiative to control production and set an example for others [8][9].