Core Viewpoint - The "Steel Industry Stabilization Growth Work Plan (2025-2026)" aims for an average annual growth of around 4% in the steel industry's added value, focusing on both quantity and quality improvements, while addressing supply-demand imbalances and promoting green, low-carbon, and digital development [1][2]. Group 1: Industry Goals and Challenges - The plan sets a target for the steel industry to achieve an average annual growth of approximately 4% in added value from 2025 to 2026, with a focus on stabilizing economic benefits and optimizing industrial structure [1]. - In 2024, the steel industry is projected to have profits of 66.29 billion, a year-on-year decrease of 42.6%, indicating significant challenges in maintaining stable growth [1]. - The demand for steel from traditional construction and infrastructure sectors is declining, compounded by frequent trade frictions, leading to increased uncertainty in steel exports [1]. Group 2: Capacity Management and Policy Implementation - The plan emphasizes the need for capacity reduction and management, proposing revisions to the capacity replacement implementation measures and enhancing the coordination of various policies related to capacity management [2]. - It aims to support the transfer of steel production capacity from key areas with severe air pollution to other regions, while continuing to implement production reduction policies [2]. - The plan includes a classification management system for steel enterprises, promoting resource allocation towards leading enterprises and encouraging the exit of inefficient production capacities [2]. Group 3: Product Quality and International Trade - The plan highlights the need to enhance the supply capacity of high-end products and improve the quality of bulk products, aiming to strengthen the resilience and security of the industrial supply chain [2][3]. - It encourages collaboration between the steel industry and key downstream sectors such as automotive and shipbuilding to maintain stability in the industrial chain [3]. - The plan proposes to strengthen export management of steel products, optimize the structure of steel exports, and support compliance with international trade rules to enhance international competitiveness [3]. Group 4: Financial Support and Technological Innovation - Relevant departments will utilize special loans and long-term bonds to support the steel industry's pollution reduction, carbon reduction, digital transformation, and resource utilization [3]. - Financial institutions are encouraged to provide quality financial services tailored to the characteristics of the steel industry, following market-oriented and legal principles [3].

Core Viewpoint - The Ministry of Industry and Information Technology, along with other departments, has issued a plan for the steel industry aimed at achieving an average annual growth of around 4% in value-added output from 2025 to 2026, with a focus on stabilizing economic benefits, balancing supply and demand, optimizing industrial structure, enhancing effective supply capacity, and significantly improving green low-carbon and digital development levels [1] Group 1: Industry Management and Capacity Control - The plan emphasizes strengthening industry management and promoting survival of the fittest through precise control of capacity and output [2] - It includes revising the capacity replacement implementation measures, increasing the intensity of capacity reduction, and supporting low-carbon iron-making processes and high-end special steel projects with differentiated replacement ratios [2] - The policy aims to facilitate the transfer of steel production capacity from key air pollution prevention areas to other regions and continues to implement output reduction policies to maintain dynamic balance between supply and demand [2] Group 2: Technological Innovation and Supply Capability - The plan focuses on enhancing the supply capacity of high-end products by organizing collaboration among steel enterprises, upstream and downstream companies, universities, and research institutions [3] - It aims to improve the quality of bulk products and establish green low-carbon product standards, promoting the certification of green low-carbon steel products [3] - The plan also emphasizes stabilizing the supply of raw materials by accelerating the commencement and expansion of key domestic iron ore projects [3] Group 3: Investment Expansion and Market Demand - The plan encourages effective investment and promotes transformation and upgrading by updating process equipment and supporting the application of advanced electric furnaces and special smelting equipment [4] - It aims to accelerate digital transformation in the steel industry and develop evaluation standards for digital transformation levels [4] - The plan seeks to stimulate market consumption potential by deepening cooperation in key steel application areas and promoting the use of steel structures in various construction projects [4]

9月22日，工信部网站消息，工业和信息化部、自然资源部、生态环境部、商务部、市场监管总局近日 印发《钢铁行业稳增长工作方案(2025—2026年)》。 《方案》提出，2025—2026年，钢铁行业增加值年均增长4%左右，经济效益企稳回升，市场供需更趋 平衡，产业结构更加优化，有效供给能力不断增强，绿色低碳、数字化发展水平显著提升。实施产能产 量精准调控。围绕汽车、机械、造船、家电等主要用钢行业升级需求，研究提高产品和应用标准，协同 下游行业推进产品应用升级。 扩大有效投资，促进转型升级方面，《方案》提出，推进工艺设备更新。落实《工业重点行业领域设备 更新和技术改造指南》，加快高炉、转炉、电炉、捣固焦炉、顶装焦炉、烧结机等限制类装备升级及一 代炉龄服役到期的老旧设备更新，推进主体设备大型化改造。推广先进电炉、特种冶炼等高端装备应 用。支持有条件地区退出高炉—转炉长流程，发展电炉短流程。加快数字化转型。落实《钢铁行业数字 化转型实施指南》，研究制定钢铁行业数字化转型水平评估标准，开展数字化转型评估诊断，培育数字 化转型典型场景、标杆工厂、标杆企业。推进绿色低碳改造。 实施产能产量精准调控 《方案》强调，各地要结合 ...

智通财经APP获悉，9月22日，工信部等五部门发布《钢铁行业稳增长工作方案(2025-2026年)》，其中提到，实施 产能产量精准调控。修订发布钢铁行业产能置换实施办法，加大产能减量置换力度，对发展电炉钢、氢冶金等低 碳炼铁工艺和兼并重组、高端特殊钢等符合产业发展方向的项目给予差别化减量置换比例支持，促进产业减量发 展和转型升级。强化产能置换、项目备案、环评、排污许可、工业产品生产许可、能评等政策协同。支持大气污 染防治重点区域钢铁产能向区域外减量转移。继续实施产量压减政策，按照支持先进企业发展、倒逼落后低效产 能退出的原则落实年度产量调控任务，促进供需动态平衡。 上述《工作方案》还提到，推进绿色低碳改造。推进落实《关于推进实施钢铁行业超低排放的意见》，2025年底 前全面完成超低排放改造目标任务。支持钢铁企业实施能效提升改造，推进清洁能源替代。推动开展钢铁行业减 污降碳协同增效技术路径研究。支持氢冶金等低碳共性技术攻关，加快推进绿电、绿氢、纯氢冶金一体化工艺技 术和装备中试验证和产业化。推动行业企业建设一批数字化能碳管理中心。加快构建钢铁产品碳足迹核算标准体 系，加强碳计量管理，提高碳核算数据质量，做好纳入 ...