Core Viewpoint - The steel industry is accelerating its digital transformation, particularly in the application of artificial intelligence, as it undergoes structural upgrades and seeks to enhance operational efficiency and value creation [2]. Group 1: Major Trends in the Steel Industry - **Trend 1: End-to-End Value Stream Restructuring** The focus is shifting from operational efficiency and cost reduction to co-creating value across the supply chain, with examples like Shougang's digital initiatives enhancing product quality and customer experience [3]. - **Trend 2: Accelerated Value Realization through Scalable Deployment** Lighthouse enterprises are overcoming the "pilot trap" and facing challenges in scaling solutions, leading to productization and customization for various operational units, which reduces costs and development time [4]. - **Trend 3: Rapid Penetration of Cutting-Edge Technologies** Nearly 80% of the top use cases in lighthouse enterprises involve artificial intelligence, with 10% utilizing generative AI, significantly improving operational efficiency across various domains [5]. - **Trend 4: Skill Restructuring and Empowerment through Diverse Means** The introduction of employee empowerment metrics aims to enhance safety and stability, with advanced training systems and smart tools improving organizational efficiency and productivity [6]. - **Trend 5: Digital Technology Driving Sustainable Development** Digital technologies are essential for building green manufacturing systems, helping the steel industry, which accounts for 7% of global industrial carbon emissions, to achieve emission reduction and circular economy goals [7].

Investment Rating - The report maintains a "Recommended" investment rating for the steel industry [1]. Core Insights - The "Steel Industry Stable Growth Work Plan (2025-2026)" has been released, aiming for an average annual growth of around 4% in the industry's added value over the next two years. This plan emphasizes "stabilizing growth and preventing internal competition," guiding structural adjustments and high-quality development in the steel sector [12][14]. - The report highlights the acceleration of digital transformation in the steel industry, with significant investments in AI and digital technologies by leading companies, indicating a shift towards data-driven operations [27][28]. Summary by Sections 1. Review of 2021 Steel Supply-Side Capacity Regulation - In 2021, China's crude steel production fell to 1.035 billion tons, a year-on-year decrease of approximately 2.8%, due to stringent capacity control measures aimed at achieving carbon neutrality goals [4][8]. - The profitability of the steel industry improved significantly, with total profits in the black metal smelting and rolling processing industry reaching 424.09 billion yuan, a year-on-year increase of 72.1% [9][10]. 2. Stable Growth Work Plan Released, Leaders Benefit from Production Regulation - The "Stable Growth Work Plan" sets a target for the steel industry's added value to grow by about 4% annually from 2025 to 2026, focusing on economic stability and balanced market supply and demand [12][14]. - The plan emphasizes precise control of capacity and production, promoting industry transformation and upgrading, which will benefit leading steel companies [15][16]. 3. Accelerated Digital Transformation, AI + Steel Gaining Momentum - The digital transformation in the steel industry is expected to significantly enhance overall digital levels by 2026, with a focus on integrating new information technologies [19][20]. - Leading companies like Baosteel and Shougang are actively pushing forward their AI and digital transformation initiatives, with Baosteel planning to implement over 300 AI application scenarios by 2025 [27][28]. 4. Investment Recommendations - The report suggests focusing on leading companies such as Shougang, Hebei Steel, and CITIC Special Steel, as they are expected to benefit from the ongoing capacity regulation and industry transformation [31].

工业和信息化部信息技术发展司、中国电子信息产业发展研究院、中国信息通信研究院、国家工业信息 安全发展研究中心、中国电子技术标准化研究院，工信部电子第五研究所、中国工业互联网研究院、工 业和信息化部教育与考试中心负责同志，山西、河南、内蒙等省市工信部门负责同志，北京、江苏、浙 江、辽宁、河南、广西等省市钢铁企业和钢铁数字化转型服务企业负责同志，以及河北省内部分市工信 部门负责同志、重点钢铁企业代表和数字化转型服务商代表共计300多人参加活动。活动现场进行了直 播，1千余人在线观看。 钢铁行业 数字化转型供需对接活动在唐山举行。河北省工业和信息化厅供图 活动由河北省工业和信息化厅、唐山市人民政府主办，唐山市工业和信息化局、中国电子信息产业发展 研究院和中国移动河北公司承办。工业和信息化部信息技术发展司副司长江明涛、河北省工业和信息化 厅副厅级领导干部宋向党、中国电子信息产业发展研究院副院长朱敏出席活动并讲话。唐山市人民政府 副市长刘浩峰致欢迎辞。 本次活动包括1场综合活动和4场专题活动。综合活动发布了钢铁行业"一图四清单"公共服务平台、河北 省钢铁行业"一图四清单"省级十大案例，分享了河北省钢铁行业场景数字化转型 ...