12月12日，由中国钢铁工业协会、中国汽车工业协会主办的2025首届汽车用钢供需座谈会在江苏 省无锡市召开。 会议现场 工信部原材料司钢铁处处长文刚出席会议。中国钢铁工业协会党委常委、副会长骆铁军，中国汽 车工业协会副秘书长陈士华出席会议并讲话。钢协副秘书长石洪卫主持会议。钢协副秘书长姜晓 东、赵金奎出席会议。来自行业协会、钢铁企业、汽车企业等领域的近百名代表出席会议。 文刚出席会议 以下文章来源于中国冶金报社 ，作者中国冶金报社 中国冶金报社 . 点击"关注"中国冶金报社微信公众号，每天为您提供钢铁行业权威的信息资讯，让您的阅读更便捷、更 专业！ 官方网站:中国钢铁新闻网(www.csteelnews.com)。 骆铁军呼吁钢企响应国家反"内卷式"恶性竞争，维护行业利益和消费者利益，同时希望得到汽车 主机厂和汽车行业的认可与响应。 陈士华 陈士华在讲话中表示，汽车、钢铁行业是国民经济重要的产业，中国钢铁工业生产规模连续28年 位居全球第一，中国汽车工业产销规模连续16年位居全球第一。两个行业在全球的占有率也较 高，钢铁占比超过一半，汽车占比超过1/3。当前，汽车行业发展迅速，但也面临一些挑战，如内 需不足及 ...

中国冶金报社 . 点击"关注"中国冶金报社微信公众号，每天为您提供钢铁行业权威的信息资讯，让您的阅读更便捷、更 专业！ 官方网站:中国钢铁新闻网(www.csteelnews.com)。 1 2 月 1 3 日， 2025年第 ⼆ 届汽车用钢发展研讨会在江苏省无锡市 召开 。 以下文章来源于中国冶金报社 ，作者中国冶金报社 会议现场 中国钢铁工业协会 党委常委、副会长骆铁军 ，中国汽车工业协会 副秘书长陈士华， 中信泰富特 钢销售总公司副总经理 、 兴澄特钢副总经理姚海龙 发表开幕致辞。 世界钢铁协会副总干事钟绍 良 发表专题报告。 全联冶金商会秘书长贾银松 ，钢协副秘书长、 中国贸促会冶金 行业 分会副 会长苏长永 ，钢协副秘书长 赵金奎 出席会议。钢协 副秘书长石洪卫 ， 中国贸促会冶金行业分 会副秘书长 （ 主持工作 ） 苏步新 分别主持上、下午会议。 骆铁军 骆铁军 在致辞中 介绍了我国钢铁行业发展现状，分析了汽车行业提质升级对钢铁行业的深入影 响，并 指出 低价中标现象 易 引发钢企之间 "内卷"，严重打击了钢企供货积极性，不利于汽车板 产品持续创新与品质提升，也不利于形成长期稳定的供货模式，最终将 ...

● 新华社记者 赵东辉 孙亮全 孙仁斌 制造业是我国的立国之本、强国之基。 党的十八大以来，习近平总书记心系制造业发展，强调"要坚定不移把制造业和实体经济做强做优做 大""推动制造业高端化、智能化、绿色化发展"。党的二十届四中全会提出"加快建设制造强国""构建以 先进制造业为骨干的现代化产业体系"，并作出重要部署。 朝着习近平总书记指引的方向，中国制造业正在挑战与淬炼中矢志前行，向着"高端化、智能化、绿色 化"迈进，持续擦亮新时代"中国制造"的金字招牌。 深耕高端制造领域 从一块钢坯到一片合格的"复兴号"列车车轮，需要多长时间？在太原重工轨道交通设备有限公司的生产 线上，答案是：52秒。 全自动生产线上，灵活的机械臂群流畅作业，将烧得通红的钢坯精准抓取、传送、成型、轧制……不到 一分钟，一片重达500多公斤的"复兴号"车轮便顺利下线。 曾几何时，承载高铁飞驰的轮轴，还是中国高铁产业发展道路上难以突破的瓶颈。时速数百公里的运行 过程中，每组轮轴需承受高达十余吨的载荷，还要应对南北数十摄氏度的温差挑战与轨道高频冲击。由 于核心技术长期被国外封锁，这一关键部件长期依赖进口。 打破封锁的使命，落在太重人的肩上。200 ...

Core Manufacturing Development - Manufacturing is the foundation of China's national strength and is emphasized by the government for its importance in economic development [1] - The focus is on advancing manufacturing towards high-end, intelligent, and green development, as outlined in recent party meetings [1] High-End Manufacturing Achievements - Taiyuan Heavy Industry's production line can produce a "Fuxing" train wheel in just 52 seconds, showcasing advancements in automation and efficiency [2] - The company overcame technological barriers to develop domestically produced high-speed train axles, which were previously reliant on imports [2][3] - In 2024, Taiyuan Heavy Industry was recognized as the first "Lighthouse Factory" in the global rail transit industry, marking its leadership in Industry 4.0 [3] Intelligent Manufacturing Practices - Southwest Aluminum's LNG transport shipboard processing has been transformed through digital systems, enhancing precision and efficiency [5][6] - The company has successfully integrated smart manufacturing technologies, achieving a cutting precision of 0.3 mm, breaking the dominance of foreign competitors [8] Green Manufacturing Initiatives - Ansteel Group has significantly reduced water consumption and carbon emissions in steel production, aligning with national green manufacturing goals [9][10] - The company has completed over 1,100 projects aimed at ultra-low emissions, investing over 30 billion yuan in these initiatives [10] - Ansteel's green steel products are now being used by major automotive companies, contributing to sustainable manufacturing practices [10]

新华社北京12月3日电 题：大国制造"砺新"记 新华社记者赵东辉、孙亮全、孙仁斌 制造业是我国的立国之本、强国之基。 党的十八大以来，习近平总书记心系制造业发展，强调"要坚定不移把制造业和实体经济做强做优做大""推动制造业高端化、智能化、绿色化 发展"。党的二十届四中全会提出"加快建设制造强国""构建以先进制造业为骨干的现代化产业体系"，并作出重要部署。 朝着习近平总书记指引的方向，中国制造业正在挑战与淬炼中矢志前行，向着"高端化、智能化、绿色化"迈进，持续擦亮新时代"中国制 造"的金字招牌。 深耕高端制造领域 从一块钢坯到一片合格的"复兴号"列车车轮，需要多长时间？在太原重工轨道交通设备有限公司的生产线上，答案是：52秒。 全自动生产线上，灵活的机械臂群流畅作业，将烧得通红的钢坯精准抓取、传送、成型、轧制……不到一分钟，一片重达500多公斤的"复兴 号"车轮便顺利下线。 曾几何时，承载高铁飞驰的轮轴，还是中国高铁产业发展道路上难以突破的瓶颈。时速数百公里的运行过程中，每组轮轴需承受高达十余吨 的载荷，还要应对南北数十摄氏度的温差挑战与轨道高频冲击。由于核心技术长期被国外封锁，这一关键部件长期依赖进口。 20 ...

Core Viewpoint - CITIC Special Steel is positioned as a leader in the special steel industry, focusing on high-quality materials for major national projects and aiming to transition from "catching up" to "leading" in the sector [5][12]. Group 1: Company Overview - CITIC Special Steel is the largest special steel enterprise globally, producing approximately 20 million tons of special steel annually, with products ranging from precision steel wires to large cast billets [5]. - The company provides critical materials for significant national projects, including the Long March series rockets, Fuxing high-speed trains, and the C919 domestic aircraft [5]. - The company has established a comprehensive product matrix covering six major business segments, including high-end bearing steel and automotive steel [8]. Group 2: Technological Innovation - CITIC Special Steel emphasizes technological innovation, with an average annual R&D investment of over 3% of revenue, significantly exceeding the industry average [8]. - The company has obtained a total of 1,851 authorized patents, including 50 international patents, reflecting its commitment to turning technology into practical value [8]. - The company has developed advanced products such as ultra-thin diamond wires and high-performance steel for deep-sea oil fields, showcasing its innovation capabilities [8]. Group 3: Green Transformation - CITIC Special Steel has adopted a "dual-driven" model for green transformation, focusing on both reducing carbon emissions and innovating products that support downstream industries in reducing emissions [9]. - The company has implemented significant energy-saving technologies, such as smart combustion technology, which has improved natural gas combustion efficiency by 26.8% and reduced nitrogen oxide emissions by 80% [9]. - The company has developed a carbon management platform that is the first in China to receive EU CBAM and PCF certification, enhancing its competitiveness in international markets [9]. Group 4: Digital Transformation - CITIC Special Steel's subsidiary, Xingcheng Special Steel, has been recognized as the first "lighthouse factory" in the global special steel industry, implementing over 40 Industry 4.0 technology use cases [10]. - The company has integrated AI and industrial mechanisms to significantly enhance production efficiency, improving size qualification rates and machine output by 15% [10]. - The application of multi-modal simulation technology has transformed the operation of blast furnaces, allowing for precise control and transparency in production processes [10]. Group 5: Financial Performance - In the first three quarters of 2025, CITIC Special Steel achieved revenue of 81.206 billion yuan, a slight decrease of 2.75% year-on-year, while net profit attributable to shareholders increased by 12.88% to 4.33 billion yuan [12]. - The company has demonstrated strong resilience amid industry fluctuations, becoming the most profitable listed company in Hubei during this period [12]. Group 6: Future Outlook - The company aims to lead the special steel industry by focusing on high-end manufacturing, new energy, and marine engineering, with a shift in demand from "incremental" to "quality enhancement" [12]. - CITIC Special Steel is actively pursuing advancements in materials for wind energy, hydrogen storage, and high-end equipment, addressing critical material needs in these sectors [12]. - The company has set clear goals for innovation, green initiatives, and governance, aiming for industry-leading carbon neutrality and enhanced ESG management [13].

Core Viewpoint - Anyang Iron and Steel is divesting two loss-making subsidiaries to optimize its asset structure and improve profitability [1][2][6] Group 1: Asset Transfer Details - Anyang Iron and Steel plans to sell 78.1372% of Yongtong Company and 100% of Yuhe Company to its controlling shareholder, Angang Group, for a total of 837 million yuan [2][3] - Yongtong Company reported a net loss of 110 million yuan in 2024, while Yuhe Company had a net loss of approximately 31.72 million yuan [2] - The transaction is classified as a related party transaction and has been approved by the board, pending shareholder approval [2] Group 2: Financial Performance - In the first three quarters of 2025, Anyang Iron and Steel achieved a net profit of 58 million yuan, a turnaround from a net loss of 2.176 billion yuan in the same period of 2024 [6] - The company's operating cash flow turned positive, with a net inflow of 1.082 billion yuan in 2025, compared to a net outflow of 1.8 billion yuan in 2024 [6] - Despite a 3.64% decrease in revenue to 23.29 billion yuan, the company managed to reduce operating costs by 21.19% to 14.207 billion yuan [6] Group 3: Strategic Initiatives - The company is focusing on cost reduction and efficiency improvement, implementing strategies such as optimizing transportation and enhancing procurement channels [4][6] - Anyang Iron and Steel has invested over 1 billion yuan in R&D annually from 2021 to 2024, with R&D expenses reaching 880 million yuan in the first three quarters of 2025 [5][6] - The company has developed 43 new products in the first half of 2025, contributing to its transition towards high-end steel products [4][5]

Core Insights - Hunan Loudi has made significant progress in establishing the "Materials Valley" in Central China since 2022, becoming a global leader in antimony production and a key base for high-strength steel, automotive sheets, electrical steel, hydraulic cylinders, and fasteners [1][2]. Group 1: Industrial Development - Loudi has transformed its economy from a resource-based model to one that emphasizes upgrading traditional industries and developing emerging sectors, with major projects like the Lianyuan Steel cold-rolled silicon steel and SANY's hydraulic cylinders [2]. - The steel new material industry chain has attracted 111 enterprises, generating an annual revenue of 128.55 billion yuan [2]. - Loudi has successfully developed its silicon steel capacity, producing 4.5 million tons of silicon steel substrates, 2 million tons of automotive steel, and 1 million tons of high-strength steel, with special steel accounting for over 70.5% of production [2]. Group 2: Investment and Economic Growth - The "500 Project" under the "Materials Valley" initiative has led to the establishment of numerous industrial projects, including 140 signed projects in the "three electricity" sector (electric motors, power transformers, home appliances) and 21 titanium material projects [4]. - Loudi aims to create a favorable business environment, launching a one-stop service platform for enterprises and implementing cost-reduction measures [4]. - The city's economic total and quality have improved, with GDP growth surpassing the provincial average, and per capita GDP increasing from 43,000 yuan in 2020 to 57,000 yuan in 2024 [4].

Core Viewpoint - Guangxi is in a critical stage of development, gradually becoming an industrial hub for China facing ASEAN, with significant growth in various industrial sectors [1][2]. Industrial Growth - From 2021 to 2024, Guangxi's industrial added value is expected to grow at an average annual rate of 6.8%, with a year-on-year increase of 7.6% from January to August this year, ranking ninth in China [1]. - High-tech manufacturing in Guangxi has seen a remarkable year-on-year growth of 27.2%, while total profits of industrial enterprises increased by 20.9% [1]. Key Industries - Guangxi has established ten major industries with an output value exceeding 100 billion RMB, particularly in materials industries such as steel, non-ferrous metals, and petrochemicals, with the materials industry surpassing 1 trillion RMB in output [1]. - The non-ferrous metal industry in Guangxi is projected to reach an output value of 393.7 billion RMB in 2024, with refined copper and alumina production ranking third in China [1]. - The steel industry is expected to achieve an output value of 359.9 billion RMB in 2024, with stainless steel production ranking second in China [3]. - The petrochemical industry is projected to reach an output value of 235.7 billion RMB in 2024, with major companies like Huayi, PetroChina, and Hengyi contributing to the sector [3]. Strategic Initiatives - Guangxi is focusing on developing a comprehensive pilot zone for high-quality development of key metals in Hechi and Nandan, promoting the high-end, intelligent, green, large-scale, and park-based development of the non-ferrous and key metal industries [2]. - The region is set to benefit from national policies that support industrial collaboration, tax incentives, and resource guarantees, particularly in the development of high-end chemical and metal new materials [3]. Future Plans - Guangxi aims to create a high-quality development plan for the industrial and information sectors, leveraging its unique geographical and resource advantages to build an advanced manufacturing base for China facing ASEAN [3].

Core Insights - Guangxi is transitioning into a key industrial hub for China facing ASEAN, with significant growth in various sectors [1][2] - The region has implemented two rounds of industrial revitalization actions since 2021, leading to accelerated high-quality industrial development [1] - Guangxi's industrial output value is projected to grow significantly, with specific sectors like high-tech manufacturing and non-ferrous metals showing remarkable increases [1][2] Industrial Growth - From 2021 to 2024, Guangxi's industrial added value is expected to grow at an average annual rate of 6.8% [1] - In the first eight months of this year, the industrial added value increased by 7.6%, ranking ninth in China, with high-tech manufacturing growing by 27.2% [1] - The total profit of industrial enterprises increased by 20.9% year-on-year [1] Key Industries - Guangxi has established ten major industries with over 100 billion RMB in output, including automotive, machinery, and electronic information [1] - The non-ferrous metals industry is projected to reach a value of 393.7 billion RMB in 2024, with refined copper and alumina production ranking third in China [2] - The steel industry is expected to generate 359.9 billion RMB in 2024, with stainless steel production ranking second nationally [2] - The petrochemical industry is projected to reach 235.7 billion RMB in 2024, with major companies like Huayi and Sinopec involved [2] Strategic Initiatives - Guangxi is focusing on developing a comprehensive pilot zone for high-quality development of critical metals in Hechi and Nandan [2] - The region aims to enhance the high-end, intelligent, green, large-scale, and park-based development of the non-ferrous and critical metals industries [2] - National policies are supporting industrial collaboration between eastern regions and Guangxi, with tax incentives and resource guarantees [2] Future Plans - Guangxi plans to develop a high-quality industrial and information technology development plan for the 14th Five-Year Plan, leveraging its unique geographical and resource advantages [2] - The focus will be on meeting national needs, regional capabilities, and ASEAN expectations to build an advanced manufacturing base facing ASEAN [2]