近日，工业和信息化部等部门联合印发《钢铁行业稳增长工作方案（2025—2026年）》，明确未来两年钢铁行业增加值年均增长目标设定在4%左 右。该方案以"稳增长、防内卷"为核心，为中国钢铁行业的结构性调整与高质量发展指明实施路径。 严控产能 未来两年年均增长目标4%左右 《工作方案》提出，实施产能产量精准调控、推进钢铁企业分级分类管理，严禁新增产能，引导资源要素向优势企业集聚，通过产量调控促进优胜劣 汰，实现供需动态平衡。专家表示，新方案确立的"设备更新"与"低碳转型"成为未来竞争的两大核心议题。根据方案，钢铁企业必须加速淘汰落后设备， 尤其是老旧高炉、转炉等限制性生产装备。 冶金工业信息标准研究院院长 张龙强：《工作方案》进一步强化供需两端协同，扎实推动实现市场供需动态平衡，有效稳定行业发展预期。 全球首发超120项 研发投入年均增长15% 《工作方案》提出将推进工艺设备更新，推进高端化、智能化、绿色化，扩大有效投资，推动钢铁产业结构优化升级。今年以来，中国钢铁行业全球 首发产品数量已超过120个，多家企业新品"井喷"，行业研发投入强度年均增长15%。 在河北迁安的一家钢铁企业，最新研发的超薄硅钢产品正式亮相 ...

Core Viewpoint - The "Steel Industry Growth Stabilization Work Plan (2025-2026)" aims for an average annual growth target of around 4% for the steel industry over the next two years, focusing on "stabilizing growth and preventing internal competition" to guide structural adjustments and high-quality development in the sector [1] Group 1: Policy and Strategic Directions - The plan emphasizes precise control of capacity and output, prohibits new capacity, and encourages resource allocation towards competitive enterprises to achieve dynamic supply-demand balance [3] - The plan mandates that by the end of 2025, over 80% of steel production capacity must complete ultra-low emission transformations [3] - The plan aims to enhance process and equipment upgrades, promote high-end, intelligent, and green development, and expand effective investments to optimize the steel industry's structure [5] Group 2: Industry Challenges and Responses - The steel industry currently faces an oversupply and insufficient effective demand, leading to a supply-demand imbalance that affects quality and efficiency [4] - In July, China's crude steel production was 79.66 million tons, a year-on-year decrease of 4.0%, while steel product output reached 122.95 million tons, a year-on-year increase of 6.4% [8] Group 3: Technological Advancements - The industry has seen a surge in new product launches, with over 120 globally launched products this year, driven by structural demand from advanced manufacturing sectors like electric vehicles and smart home appliances [8] - The integration of artificial intelligence in the steel industry is being promoted to enhance high-end, green development, with AI expected to play a core role in creating new productive forces [9][13] - AI-assisted systems have significantly reduced the average R&D cycle for high-end steel products by 56%, and quality verification processes have been expedited from 72 hours to 8 hours [11] Group 4: Future Outlook - The plan sets the stage for a paradigm shift in the steel industry towards high-end, intelligent, and green production models, with a focus on integrating AI across processes [13][15] - The industry is expected to transition from generic to customized steel products in response to rapid growth in demand from sectors like electric vehicles and advanced manufacturing [8]