钢铁周报 20250713 "反内卷"持续发酵，钢价偏强运行 2025 年 07 月 13 日 ➢ 价格：本周钢材价格上涨。截至 7 月 11 日，上海 20mm HRB400 材质螺 纹价格为 3240 元/吨，较上周升 60 元/吨。高线 8.0mm 价格为 3410 元/吨， 较上周升 50 元/吨。热轧 3.0mm 价格为 3350 元/吨，较上周升 60 元/吨。冷轧 1.0mm 价格为 3680 元/吨，较上周升 70 元/吨。普中板 20mm 价格为 3330 元 /吨，较上周升 10 元/吨。本周原材料中，国产矿市场价格稳中有升，进口矿市 场价格上涨，废钢价格下跌。 ➢ 利润：本周钢材利润震荡。长流程方面，我们测算本周行业螺纹钢、热轧和 冷轧毛利分别环比前一周变化-14 元/吨，-13 元/吨和+33 元/吨。短流程方面， 本周电炉钢毛利环比前一周变化+13 元/吨。 ➢ 产量与库存：截至 7 月 11 日，五大钢材产量下降，总库存环比下降。产量 方面，本周五大钢材品种产量 873 万吨，环比降 12.44 万吨，其中建筑钢材产量 周环比减 6.69 万吨，板材产量周环比降 5.75 万吨，螺 ...

Core Viewpoint - The steel cord wire rod industry in China is experiencing significant growth, driven by the booming automotive sector and increasing demand for high-performance tires, with the market size projected to reach 4.808 billion yuan in 2024, reflecting an 8.53% year-on-year increase [4][11]. Industry Overview - Steel cord wire rod, also known as cord steel, is a high-strength hot-rolled product with a diameter of approximately 5.5mm and a carbon content strictly regulated between 0.62% and 1.02% [6]. - It is a premium quality hard wire steel, essential for the production of steel cords used in radial tires, which are critical for automotive applications [6]. Market Policies - Recent policies in China have elevated the steel industry to a strategic level, with a focus on high-end, intelligent, and green development, benefiting the steel cord wire rod sector [7]. - Initiatives such as the "Three-Year Action Plan for Digital Transformation in the Steel Industry" and "Energy Conservation and Carbon Reduction Action Plans" are fostering a favorable environment for industry upgrades [7][8]. - Policies encouraging innovation through tax incentives and subsidies are promoting technological advancements and enhancing the competitiveness of domestic steel cord wire rod products in the international market [8]. Industry Chain - The steel cord wire rod industry features a tightly integrated supply chain, with upstream suppliers including iron ore, coal, and various alloying materials, while downstream applications primarily involve tire manufacturing for various vehicle types [9][10]. - The production of steel cord wire rod is directly influenced by the stability of raw material supply and the technological advancement of production equipment [9]. Current Development Status - The automotive industry in China has shown robust growth, with total vehicle production and sales reaching 31.282 million and 31.436 million units in 2024, respectively, marking increases of 3.7% and 4.5% year-on-year [11]. - The rise of new energy vehicles (NEVs) has significantly boosted demand for high-performance tires, which in turn drives the need for high-quality steel cord wire rods [11]. Competitive Landscape - The steel cord wire rod industry in China is characterized by a competitive landscape dominated by major domestic players like Ansteel and CITIC Special Steel, complemented by foreign companies such as Kobe Steel and Saarstahl [12]. - Domestic firms are increasingly closing the technological gap with foreign competitors, particularly in the ultra-high-strength segment, through enhanced R&D and collaboration with research institutions [12]. Future Development Trends - The industry is expected to focus on high-end product development to meet the increasing performance demands of tires, particularly for NEVs, necessitating advancements in strength, toughness, and corrosion resistance [15]. - There is a growing emphasis on green manufacturing practices, with companies investing in energy-saving technologies and waste treatment systems to align with environmental regulations and enhance their market competitiveness [16].

据中国贸易救济信息网，6月17日，巴西发展、工业、贸易和服务部外贸秘书处（Ministério do Desenvolvimento, Indústria, Comércio e Serviços/Secretaria de Comércio Exterior）发布2025年第44号公 告，应巴西国内企业Arcelormittal Brasil S.A.、Gerdau Aço Longos以及Gerdau Açominas e Gerdau S.A.于 2024年10月31日提交的申请，对原产于中国和俄罗斯的盘条（葡萄牙语：fio máquina de aço carbono） 发起反倾销调查。本案涉及南共市税号72139110、72139190、72139910、72139990、72279000、 72132000和72272000项下的产品。本案倾销调查期为2023年7月至2024年6月，损害调查期为2019年7月 至2024年6月。公告自发布之日起生效。 有关案件信息可通过以下方式咨询： 电话：+55 61 2027-7770 电子邮件：fiomaquina@mdic.gov.br 利益相关方应于本公 ...

InfraBuild(Newcastle)Pty Ltd提交的申请，对进口自中国的盘条发起第二次反倾销日落复审调查。本案的 倾销调查期为2024年4月1日至2025年3月31日，损害调查期自2020年4月1日起。涉案产品的澳大利亚海 关编码为7213.91.00.44和7227.90.90.02。澳大利亚反倾销委员会预计将不晚于2025年9月8日完成本案调 查的基本事实报告，不晚于2025年10月21日向澳大利亚工业与科学部长提交终裁报告。 5月19日，澳大利亚反倾销委员会发布第2025/40号公告称，应澳大利亚国内企业 ...

Core Viewpoint - The article discusses the challenges faced by state-owned enterprises, particularly F Steel Company, in optimizing employee exit policies and human resource structures to enhance overall organizational vitality and adaptability in a competitive market environment [1][10]. Group 1: Current Challenges - F Steel Company is experiencing issues such as an aging workforce, lack of motivation, and a prevalent dependency mindset among employees, which hinder human resource optimization and employee potential activation [1]. - The company has a large employee base leading to redundancy, with some experienced employees unable to meet current job requirements, while others exhibit a lack of initiative and contribute little value [1][2]. Group 2: Underlying Issues - There are significant conceptual barriers within the company, as employees have a mindset focused on job stability due to the protection of the state-owned system, which has resulted in a lack of innovation and slow development [2]. - The absence of comprehensive measures for employee exit management, including financial planning and a robust performance evaluation system, has led to a passive and ineffective exit mechanism based on age or tenure, risking the loss of core talent [2]. Group 3: Proposed Solutions - The company should promote a new mindset regarding employee exits, ensuring that leadership demonstrates commitment to reform and engages employees through diverse communication methods to foster a culture of self-improvement and crisis awareness [5]. - A tailored employee exit policy framework should be established, clearly defining exit conditions, standards, and support for new hires to align with the company's goals and minimize potential conflicts [6]. - Implementing a performance-driven buffer mechanism is essential, where a scientific evaluation system provides feedback and opportunities for underperforming employees before initiating exit procedures [7]. - The company should offer comprehensive support for exiting employees, including psychological adjustment, re-employment planning, and entrepreneurial guidance, to demonstrate care and facilitate sustainable human resource mobility [8]. Group 4: Strategic Importance - In the face of intense market competition and globalization, state-owned enterprises must deepen reforms, particularly in optimizing human resource structures and improving exit mechanisms, to enhance overall effectiveness and competitiveness [10].