中国是稀土大国，其中湖南娄底市的锡矿山被称为"世界锑都"，锑储量占全球比重的30%。 锑作为合金、半导体元件、新能源领域必不可少的材料，战略价值突出。 据媒体披露，现在鹿特丹现货市场上，锑的价格已经上涨近230%，达到每吨约3.9万美元。 怎么利用好这些稀土资源，"世界锑都"用15年的时间，交出了一份"中国式现代化"的新答卷。 在过去很长一段时间内，由于对稀有资源的认识保护利用不足，我们往往采用高能耗、高排放、高污染的资源开采方式。 这种方式，带来经济价值非常有限，同时造成了严重的环境污染。 在上世纪80年代以后，湖南娄底的锡矿山满山都是冒黑烟的小型冶炼小作坊。一口锅，一个炉子就能加工初级锑矿。 以至于锡矿山的地表土壤污染严重，植物生存困难，有的地方寸草不生，森林覆盖率一度降低到8%。 当地有句顺口溜："天上灰蒙蒙，地上满地尘。"一句话道尽了掠夺式发展的苦涩。 为解决环境问题，保障地方经济的持续发展，2009年国家发改委将锡矿山治理纳入湘江流域重金属污染治理项目，开展了一系列的雷霆行动。 第一步"关"： 对每年贡献税收1.5亿元、但污染严重的涉锑企业进行了彻底整治，只保留了8家年生产能力大于5000吨的合法锑 ...

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 ...

Core Viewpoint - The article discusses the second automotive steel development seminar held in Wuxi, Jiangsu, emphasizing the collaboration between the automotive and steel industries to address challenges and promote innovation in automotive steel applications [2][26]. Group 1: Industry Development and Challenges - The current state of the steel industry is influenced by the automotive sector's quality upgrades, which have led to increased competition and a phenomenon of "involution" among steel companies, negatively impacting supply stability and product quality [7]. - The automotive industry is experiencing a shift towards high-strength, green, low-carbon, and cost-effective steel, necessitating closer collaboration between the automotive and steel sectors to tackle common challenges and accelerate technological innovation [9][11]. Group 2: Key Insights from Industry Leaders - Industry leaders highlighted the need for a unified approach to overcome competitive pressures, emphasizing innovation and the establishment of a low-carbon supply chain as critical for sustainable development [7][11]. - The global automotive steel market is projected to grow, with a focus on low-carbon, high-strength, and diversified products, as the automotive sector faces competition from alternative materials [14]. Group 3: Seminar Participation and Contributions - The seminar was attended by over 260 representatives from 70 steel companies and 20 automotive companies, showcasing a broad interest in the collaboration between these industries [26]. - Various experts presented on topics related to automotive steel development trends, demand changes, and technological innovations, indicating a collective effort to address industry challenges [21].

Core Viewpoint - The article emphasizes the importance of China's manufacturing industry as the foundation of the nation and highlights the government's commitment to advancing high-end, intelligent, and green manufacturing practices. Group 1: High-End Manufacturing Development - The production of a "Fuxing" train wheel at Taiyuan Heavy Industry takes only 52 seconds on an automated production line, showcasing advancements in manufacturing efficiency [1] - The company faced significant challenges in developing high-speed train axles due to long-standing reliance on foreign technology, but successfully produced domestically in 2015 [2] - Taiyuan Heavy Industry was recognized as the world's first "Lighthouse Factory" in the rail transport sector in 2024, marking its leadership in Industry 4.0 [3] Group 2: Intelligent Manufacturing - Southwest Aluminum's LNG transport shipboard processing facility utilizes a digital system for precise manufacturing, demonstrating a shift towards intelligent manufacturing [4] - The company upgraded its equipment to include an adaptive electric control system, significantly improving cutting precision from centimeters to within 0.3 millimeters [5] - By 2025, Southwest Aluminum plans to establish a high-standard intelligent factory with over 80% digital equipment integration [5] Group 3: Green Development Initiatives - Ansteel's cold-rolled steel production line has reduced water consumption to 2.3 cubic meters per ton of steel, which is one-fifth of traditional methods, and decreased carbon emissions by 32% [6] - Ansteel's green steel products are being utilized by major automotive companies, contributing to the industry's shift towards sustainability [7] - The company has completed over 1,100 projects aimed at ultra-low emissions, investing over 30 billion yuan in these initiatives [6][7]

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]

Core Viewpoint - The article emphasizes the importance of China's manufacturing industry as the foundation of the nation and highlights the ongoing transformation towards high-end, intelligent, and green manufacturing, guided by the directives of President Xi Jinping [3][4]. Group 1: High-End Manufacturing - The production of a qualified "Fuxing" train wheel takes only 52 seconds on the automated production line at Taiyuan Heavy Industry [4]. - The company faced significant challenges in developing high-speed train axles due to long-standing reliance on foreign technology, which was broken through domestic innovation [6]. - Taiyuan Heavy Industry has achieved full production capabilities for wheels, axles, gearboxes, and wheelsets, marking a significant milestone in the localization of high-end rail transportation equipment [6][8]. Group 2: Intelligent Manufacturing - Southwest Aluminum Electromechanical Equipment Engineering Co., Ltd. has implemented digital systems for precise processing of LNG transport ship plates, showcasing a strong focus on intelligent manufacturing [9][12]. - The company upgraded its equipment to include a self-adaptive electric control system, significantly improving cutting precision from centimeters to within 0.3 millimeters [13]. - The integration of digital technology has allowed the company to break the long-standing dominance of foreign firms in the LNG ship plate market, with over a thousand tons delivered [13]. Group 3: Green Development - Ansteel Group has made significant strides in green manufacturing, achieving a reduction in water consumption to 2.3 cubic meters per ton of steel, which is one-fifth of traditional processes, and a 32% decrease in carbon emissions [14][16]. - The company has completed over 1,100 projects aimed at ultra-low emissions, investing over 30 billion yuan in these initiatives [16]. - Ansteel's green steel products are now being used by major automotive companies, demonstrating the successful application of their green transformation efforts [18].

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].