转自：草原云 工业化是现代化的基础和核心动力，以中国式现代化全面推进强国建设、民族复兴伟业，实现新型工业 化是关键任务。 "十四五"以来，内蒙古紧扣高质量发展主题，以新能源带动新工业，以先进制造业带动新型工业化，全 面落实新型工业化"1+7"政策体系，奋力推进新型工业化迈上新台阶。放眼北疆，产业结构向"优"而 进，发展底色向"绿"而行，数智应用向"广"而拓，新型工业化持续走深走实，取得了新的跨越式成就。 "十四五"期间，内蒙古工业总量持续壮大，工业经济高质量发展取得积极进展。2024年内蒙古全部工业 增加值历史性突破万亿元大关，年均增长9.3%，占GDP比重38%，较"十三五"末提高5.6个百分点，总 量居全国第14位，进入全国中上游行列。全区超90种工业产品产能规模稳居全国第一。 产业结构向"优"而进 走进包钢股份稀土钢板材厂热轧车间，热浪扑面而来，轧机轰鸣震耳。通红的钢坯在1000摄氏度高温下 反复轧制，仅两分钟就被压延成1.2毫米厚的钢板。包钢股份稀土钢板材厂热轧作业部工长王嵩形象地 比喻："就像用擀面杖擀饺子皮，冲过来再推过去，一块钢板就轧好了。" 从助力匈塞铁路、包银高铁畅通运行的稀土钢轨，到支撑阿 ...

党的二十届四中全会提出，"完整准确全面贯彻新发展理念""坚持以经济建设为中心，以推动高质量发 展为主题"，并作出一系列重要部署。 如何将前沿科技转化为现实生产力，已成为各地破题的关键。从人形机器人创新汇聚到智能网联汽车崛 起，从商业航天生态构建到稀土钢技术突破，一场以路径创新为牵引、以创新链深度融合为路径、以优 化生态为支撑的生动实践正在全国展开。 近日，科技日报记者深入科技创新一线，走进科研院所、智能工厂、企业车间，感受新发展理念引领高 质量发展的澎湃动力。 路径创新 驱动新质生产力"蝶变" 在培育新质生产力的关键阶段，路径创新是核心抓手。 前不久，国务院办公厅印发《关于加快场景培育和开放推动新场景大规模应用的实施意见》，这是首次 在国家层面对场景培育开放进行系统部署。 在北京经济技术开发区，300余家机器人生态企业正汇聚成一股强劲的创新浪潮。北京人形机器人创新 中心品牌公关负责人魏嘉星告诉记者，在"场景—数据—算力"闭环体系赋能下，他们不仅获得七鲜超 市、人才公寓等真实场景用于数据采集，还依托专属中试工厂完成了技术迭代。 在山东青岛，当地正聚焦"10+1"创新型产业，实施"十百千万"科技创新工程，明确布局 ...

党的二十届四中全会提出，"完整准确全面贯彻新发展理念""坚持以经济建设为中心，以推动高质量发 展为主题"，并作出一系列重要部署。 近日，科技日报记者深入科技创新一线，走进科研院所、智能工厂、企业车间，感受新发展理念引领高 质量发展的澎湃动力。 路径创新驱动新质生产力"蝶变" 在培育新质生产力的关键阶段，路径创新是核心抓手。 前不久，国务院办公厅印发《关于加快场景培育和开放推动新场景大规模应用的实施意见》，这是首次 在国家层面对场景培育开放进行系统部署。 在北京经济技术开发区，300余家机器人生态企业正汇聚成一股强劲的创新浪潮。北京人形机器人创新 中心品牌公关负责人魏嘉星告诉记者，在"场景—数据—算力"闭环体系赋能下，他们不仅获得七鲜超 市、人才公寓等真实场景用于数据采集，还依托专属中试工厂完成了技术迭代。 在山东青岛，当地正聚焦"10+1"创新型产业，实施"十百千万"科技创新工程，明确布局十项示范工程、 建设百家科创平台、实施千项技术攻关、壮大万家科技企业。青岛市科技局党组书记、局长李天传介 绍，"十四五"时期，青岛智能家电、轨道交通装备、仪器仪表、船舶海工装备入选国家级先进制造业集 群，智慧家居制造、工业互 ...

本报讯 （记者马宇薇）11月29日，在2025"读懂内蒙古"年会上，包头钢铁（集团）有限责任公司（以 下简称"包钢集团"）党委常委、副总经理刘振刚以"彰显服务国家战略的包钢'稀'力量"为主题发表推 介，向与会嘉宾展示了包钢集团在稀土产业领域的新成就、新担当。 刘振刚表示，承载着"齐心协力建包钢"红色基因的包钢集团，始终牢记嘱托、感恩奋进，全力投身"两 个稀土基地"建设，为推动内蒙古高质量发展贡献力量。 近年来，包钢集团着力夯实资源基础，投入1.76亿元开展白云鄂博资源勘查，全面掌握稀土资源家底。 通过建成北方稀土绿色冶炼升级改造项目，实现了产能、工艺、技术等六个方面的全球领先，目前可满 足全国70%以上的稀土市场需求，有力保障了国家战略资源安全。 创新驱动成为包钢集团高质量发展的强大引擎。2023年以来，该企业研发投入强度持续提升，组建了16 个国家级科研平台，参与25项国家级科研项目，取得399项创新成果，主导或参与制定132项国际国内标 准。500兆帕级稀土风电钢达到全球最高工程应用等级，多项创新成果通过"三首"认定，15种新材料实 现行业首发。 包钢集团作为包头市"1144"产业体系的重要支撑，正以稀土 ...

Core Viewpoint - The steel industry in Shandong is at a critical juncture, facing the need for transformation and upgrade to address structural challenges and achieve sustainable growth [1][2]. Group 1: Industry Challenges - The steel industry is experiencing a significant downturn, with domestic steel consumption reaching a plateau and traditional demand from construction declining [2]. - The industry is struggling with low profit margins, with national profits reported at 83.03 billion yuan from January to July this year, indicating instability in the sector [2]. - There is a pressing need for capacity reduction and structural adjustment as the government implements unprecedented measures to control production and optimize the industry [2][3]. Group 2: Transformation Strategies - The Shandong steel industry is focusing on three key areas for transformation: high-end production, intelligent manufacturing, and green practices [5]. - High-end production aims to create products with unique value propositions, moving away from low-end capacity to high-value offerings [5]. - Intelligent manufacturing involves integrating AI, industrial internet, and big data into the production process to enhance efficiency and reduce costs [5]. - Green practices are essential for compliance with international standards, such as the EU carbon tariff, and involve innovations in processes and energy supply [5][6]. Group 3: Future Outlook - The upcoming strategies will emphasize a combination of high-end, intelligent, and green approaches to create a competitive steel industry in Shandong [5]. - The transformation of the steel industry serves as a model for other traditional sectors in Shandong, such as chemicals and textiles, showcasing the potential for high-quality development through innovation [6].

Core Viewpoint - The Shandong steel industry is at a critical juncture, focusing on high-end, intelligent, and green development to enhance competitiveness and address structural challenges in the sector [2][6]. Group 1: Industry Challenges - The steel industry is facing unprecedented challenges, with domestic steel consumption reaching a ceiling and traditional demand from construction declining [3]. - The industry is struggling with low profits, with national profits at 830.3 billion yuan for the first seven months of the year, indicating instability in the development foundation [4]. - There is a significant mismatch between excess low-end capacity and insufficient high-end supply, exacerbated by global trade tensions [3]. Group 2: Strategic Directions - The Shandong steel industry is adopting a "reduction and quality improvement" strategy, as outlined in the national plan for 2025-2026, aiming for an average annual growth of around 4% in industry value added [2][6]. - The focus is on three key areas: high-end products, intelligent manufacturing, and green transformation, which are seen as essential for the industry's future [7][8]. - Companies are encouraged to innovate and enhance product quality to gain market share, moving away from low-end production [7]. Group 3: Technological and Environmental Initiatives - Digital transformation and green low-carbon initiatives are identified as critical drivers for the industry's evolution, with companies like Yongfeng Group aiming to transition from manufacturing to service-oriented models [5][6]. - The industry must comply with stringent environmental regulations, with over 80% of steel production capacity required to achieve ultra-low emissions by the end of 2025 [5][7]. - The integration of AI, industrial internet, and big data into steel production processes is expected to enhance efficiency and reduce costs [7]. Group 4: Future Outlook - The transformation of the Shandong steel industry serves as a benchmark for traditional industries, demonstrating that embracing change can lead to successful upgrades and sustainable growth [8][9]. - Other traditional sectors in Shandong, such as chemicals and textiles, are also undergoing similar transformations driven by new technologies and concepts [9].

Core Viewpoint - The Baogang Group is focusing on technological innovation and the integration of research and industry, establishing numerous innovation platforms to enhance high-quality development and support national strategies [1][5][9]. Group 1: Innovation Platforms - Baogang Group has built 14 national-level and 33 regional-level innovation platforms, gathering high-end talent and accelerating industrial upgrades [1]. - The group has received over 1 billion yuan in funding for its 14 national-level innovation platforms and has participated in 2,463 research projects [8]. Group 2: Research and Development - The Rare Earth New Materials Technology Innovation Center has been pivotal in transforming research outcomes, focusing on high-end applications and key technology breakthroughs in the rare earth sector [5]. - The center is conducting 74 research projects in eight fields, including green low-carbon extraction and magnetic materials, and has overcome 11 key industry technologies [5]. Group 3: Collaboration and Projects - The Baogang Group collaborates with various research institutions, such as the Chinese Academy of Sciences, to explore resource extraction and utilization [6]. - The group has initiated 266 research projects in the White Cloud Ebo area, contributing to the national mineral exploration strategy [8]. Group 4: Future Directions - Looking ahead, Baogang Group aims to continue enhancing its research platforms and strengthen the role of technology in supporting industrial growth, contributing to the construction of a technology-driven nation [9].

Group 1 - The steel industry is currently facing challenges due to cyclical downturns and tariffs imposed by certain countries, which adds to the industry's difficulties [1] - In 2024, China's largest steel export destination will be the ASEAN countries, with an expected export volume of 33.549 million tons, significantly higher than the Gulf Cooperation Council (12.315 million tons) and the European Union (3.974 million tons) [1] - Baogang Group holds exclusive mining rights to the world's largest rare earth mine, Baiyun Obo, and offers rare earth steel that outperforms regular steel in terms of ductility, wear resistance, corrosion resistance, and low-temperature resistance, providing a unique competitive edge [1] Group 2 - Baogang Group plans to expand its market presence in countries involved in the Belt and Road Initiative, with ongoing projects such as the Hungary-Serbia Railway and the China-Laos Railway already featuring Baogang's products [1] - By the first half of 2025, Baogang's international steel exports are projected to exceed 700,000 tons, covering over 40 countries and regions, with more than 300,000 tons exported to Belt and Road Initiative countries, accounting for over 90% of total exports [1] - The products are primarily utilized in infrastructure construction, rail transportation, and oil and gas pipeline projects [1]

Summary of Baogang Co., Ltd. Conference Call Company Overview - Baogang Co., Ltd. is the largest industrial enterprise in Inner Mongolia, controlled by the local government [2][3] - The company has a complete integrated industrial chain including coking, sintering, ironmaking, steelmaking, and rolling, with an annual production capacity of 17.5 million tons of steel [2][3] - Baogang owns the Baiyun Obo mine, with confirmed iron ore resources of 1.26 billion tons, the world's largest rare earth resources, and the second-largest niobium resources [2][5] Production and Financial Performance - In 2024, Baogang produced 14.21 million tons of iron, 14.99 million tons of steel, and 1.41 million tons of finished products, along with 377,300 tons of rare earth metals and 578,400 tons of fluorite [2][8] - As of the end of 2024, total assets reached 155.125 billion yuan, a year-on-year increase of 3.349 billion yuan, with a debt ratio of around 60% [2][8] - Revenue for 2024 was 68 billion yuan, a 3% decrease year-on-year, while Q1 2025 revenue was 15.4 billion yuan [2][9] Market and Export Dynamics - In 2024, Baogang exported 1.73 million tons, with 88% of exports going to countries involved in the Belt and Road Initiative [2][9] - The company has a strong focus on high-end manufacturing and digital transformation, with a digitalization rate of 83% [10] Research and Development - In 2024, Baogang achieved localized sales of 4.8726 million tons and a research intensity exceeding 5%, developing 67 varieties and nearly 300 grades of new rare earth steel materials [11] - The company received 150 innovation achievements or utility model patent authorizations in the same year [11] Environmental and Cost Management - Baogang invested 7 billion yuan in ultra-low emission transformation from 2020 to 2023, completing the required modifications ahead of schedule [18] - The company aims to reduce financial costs, with an average financing cost rate decreasing from 3.8% in 2024 to 3.4% in 2025 [26] Strategic Development - Baogang is committed to optimizing its industrial layout and promoting resource utilization, focusing on rare earth as a strategic pivot [13] - The company plans to continue its capital expenditure on technological upgrades, with a total investment plan of 1.876 billion yuan for 2025 [27] Competitive Advantages - Baogang's rare earth alloy steel products exhibit superior toughness and longevity, making them suitable for major engineering projects [25] - The pricing mechanism for rare earth products is influenced by the market prices of key rare earth oxides, with a premium of 100 to 800 yuan per ton compared to ordinary steel [33] Future Outlook - The company remains optimistic about future market conditions, particularly in the context of supply-side reforms and increasing demand from infrastructure projects [22][23] - Baogang is exploring new cooperation opportunities with Baowu Steel Group, particularly in the coking and carbon industries [35]

Core Viewpoint - Baotou Steel Co., Ltd. plans to produce 390,000 tons of rare earth concentrate by 2025, highlighting its strategic focus on rare earth resources and production capabilities [1] Group 1: Rare Earth Resources - The company provided an overview of its rare earth resources during an investor relations event [1] - Baotou Steel has established a pricing mechanism for rare earth concentrates based on the average price of five rare earth oxides from the previous quarter [1] - The pricing situation for rare earth concentrates will be announced in the first month of each quarter [1] Group 2: Cost Reduction and Efficiency - The company discussed initiatives aimed at reducing costs and improving efficiency within its steel segment [1] Group 3: Technological Advancements - Baotou Steel highlighted breakthroughs in rare earth steel products and its efforts in market expansion [1]