行业研究丨行业周报丨钢铁 [Table_Title] 反内卷下，钢铁表外产能的退出路径 报告要点 区别于过往中央环保督查组主要聚焦煤炭、铝土矿等矿山采选环节的污染问题，本轮督察涉及多地 [Table_Summary] 钢铁表外产能违建问题，引发市场对表外产能退出路径的关注。从反馈问题上看，（1）山西省：个 别铸造企业批小建大，以铸造之名行炼钢之实。（2）陕西省：部分地方遏制"两高"项目盲目上马 不力，违规建设限制类的化工项目、钢铁项目，个别地方"地条钢"屡查屡犯。（3）山东省：个别 企业未经审批和产能置换，新增炼钢产能。 分析师及联系人 [Table_Author] 王鹤涛 赵超 易轰 吕士诚 SAC：S0490512070002 SAC：S0490519030001 SAC：S0490520080012 SAC：S0490525080005 SFC：BQT626 SFC：BUY139 SFC：BUZ394 丨证券研究报告丨 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Title2] 反内卷下，钢铁表外产能的退出路径 最新跟踪：季节性+流动性助 ...

Group 1 - Rizhao Steel Holding Group successfully auctioned steel production capacity indicators from Xiwang Metal Technology Co., Ltd. for 2.677 billion yuan, with a starting price of 2.197 billion yuan [1][3] - The auctioned capacity includes two blast furnaces and two converters, with a total iron production capacity of 236 million tons per year and a total steel production capacity of 230 million tons per year [1][3] - The auction attracted two bidders, with a deposit of 400 million yuan and a bidding increment of 10 million yuan [1][3] Group 2 - Xiwang Metal Technology Co., Ltd. was established in December 2007, with a registered capital of 27.28 million USD, and is a major private enterprise in China focusing on corn deep processing and special steel [5] - Rizhao Steel Holding Group, founded in 2003, became the first company in Rizhao to exceed 100 billion yuan in output value in 2019, and is recognized for its advanced steel production technologies [5] - The successful auction is expected to enhance Rizhao Steel's production capacity and competitiveness within the industry [5]