走稳"专精特新"发展之路的天工国际(00826)，已成特钢行业"反内卷"的代表性企业。 例如在工模具钢领域，天工国际是国内唯一规模化生产粉末冶金工模具钢的企业。自2020年以来，天工 国际粉末冶金工模具钢的销量从83吨预计增长至2025年的1500吨，年复合增速79.2%，累计销量预计达 4098吨，平均售价约15万元/吨，平均毛利率高于40%，持续推动工模具钢的高端化转型。 在我国当前经济持续通缩的大背景之下，"反内卷"已成为中国推动经济从"价格红海"向"价值蓝海"跨越 的关键战略。通过整治"内卷式"竞争，不仅可以优化资源配置，提升工业产能利用率，为再通胀创造有 利条件，亦可助力构建新发展格局，推动经济实现高质量的良性发展。 自2025年3月《政府工作报告》中首次将"综合整治'内卷式'竞争"纳入年度关键任务以来，各行各业逐 渐掀起了"反内卷"热潮，钢铁行业亦不例外，于今年5月首次开展了整治"内卷式"竞争行动。 仅短短数月，"反内卷"在钢铁行业已有成效，炼钢行业PPI指数自5月份逐渐回暖，至9月份时该指数已 升至99.5%，相较上月同期提高3.9个百分点。 而"反内卷"于钢铁行业"立竿见影"的背后，得益于产业 ...

Group 1 - The core viewpoint of the articles highlights the recovery of China's steel industry, with the PPI index for the steel sector reaching 99.5% in September, an increase of 3.9 percentage points compared to the previous month [1] - The PPI index has shown a significant upward trend since May, coinciding with the industry's first initiative to address "involution" competition [1] - Several steel companies are adopting transformation and upgrading strategies, focusing on differentiated development to maintain the overall interests of the industry chain [3] Group 2 - Wang Wenjin, Executive Chairman of the China Special Steel Enterprises Association, emphasizes the need for a new growth path to resolve the issue of involution, advocating for a specialized and innovative development approach [5] - The first China Special Steel and New Materials Specialized and Innovative Summit recently released a report promoting differentiated development routes for related enterprises, aiming for intelligent and high-end transformation [5] - The production of "hand-tear steel," which is the world's thinnest steel at 0.015 mm thick, has recently achieved full-scale production, with a daily output of approximately 3 tons [7] Group 3 - The "hand-tear steel" is being integrated into various applications, including soft-pack materials for new energy vehicle batteries and components in consumer electronics, enhancing battery capacity and extending device lifespan [9] - The introduction of "hand-tear steel" has significantly improved the durability of foldable screens, increasing their lifespan from 40,000-50,000 folds to potentially 80,000-100,000 folds [11] - The production process of "hand-tear steel" is complex, requiring precise control and collaboration among multiple operators to achieve the desired thickness and quality [13] Group 4 - The articles also discuss the emergence of the world's smallest steel, with particles measuring only 500 microns in diameter, which can be used in advanced applications such as new energy vehicle casting equipment [16] - Powder metallurgy products have a significantly longer lifespan compared to traditional methods, with potential usage life extending from 6,000 to 20,000 molds, and possibly up to 50,000 or 80,000 molds in the future [18] - The annual production capacity of powder metallurgy at Tiangong International has reached 8,000 tons, with applications spanning from complex tools to high-end components for humanoid robots and fusion reactors [20]

最新统计数据显示，今年9月份，我国钢铁行业PPI，也就是工业品出厂价格指数持续回升向好。 今年9月份炼钢行业PPI指数为99.5%，相较上月同期提高3.9个百分点。我们将今年1至9月的PPI指数做成一张曲线图后发现，自五月份起数据开始明显回 升。而今年5月，正是行业首次开展整治"内卷式"竞争行动。 来源：央视新闻客户端 近期，多家钢铁企业通过转型升级、走差异化道路等模式，维护产业链整体利益。 中国特钢企业协会执行会长 王文金： 解决内卷的问题，就需要我们开辟一种新的发展道路，寻找一种新的增长方式。特钢和其他钢的是不一样，大家静下 心来，踏踏实实地做好基本功，苦练内功，品种结构的调整，走专精特新的发展道路。 在近日举行的首届中国特钢及新材料专精特新峰会上，中国特钢协会发布《"专精特新"政策解读与特钢新材料高质量发展》报告，进一步推动相关企业走专 精特新差异化发展路线，向智能化高端化转型。 0.015 毫米 " 手撕钢 " 实现量产 走差异化发展路线，最近，许多专精特新企业正在瞄准细分赛道，推出了一系列特殊的钢材，一起去看看全球最薄的钢。 这张像铝箔纸一样的钢材就是世界上最薄的钢，厚度只有0.015毫米，连一张A ...

Group 1 - Heng Er Da (300946.SZ) signed a strategic cooperation framework agreement with Tian Gong International (00826) to collaborate on the application of powder high-speed steel and high-nitrogen steel in planetary roller screw manufacturing [1][2] - Tian Gong International is the only global manufacturer of a full range of powder products, with its powder steel certified by the North American Die Casting Association (NADCA), breaking a 30-year monopoly held by European and American companies [1] - Heng Er Da will purchase no less than 100 tons of cutting tool materials annually from Tian Gong International for five years starting in 2026, totaling at least 600 tons [1] Group 2 - Tian Gong International's self-developed high-nitrogen alloy TPMDC02A was delivered to Jiangsu Runfu Power in early July for mass production of planetary roller screws, making it the first domestic company to apply high-nitrogen steel in this area [2] - The collaboration aims to enhance the precision and yield of Heng Er Da's rolling components, addressing the issues of low processing efficiency and high costs in domestic screw manufacturing [2] - This partnership marks a commercial milestone for Tian Gong International's powder steel and high-nitrogen steel technologies, highlighting its strategic positioning in the humanoid robot and high-end equipment sectors [2]