此外，《方案》还提出推进工艺设备更新、加快数字化转型、推进绿色低碳改造，促进转型升级，通过 强化钢铁产品出口管理、维护出口竞争秩序等方式，提高国际化发展水平。 冶金工业信息标准研究院院长张龙强表示，据测算，截至2023年底，中钢协重点统计企业中，1000立方 米以下高炉数量和100吨以下转炉数量占比分别约为26%和27%，部分区域限制类装备数量大于行业均 值，设备更新及升级空间较大。 具体而言，《方案》提出，2025年至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。 围绕上述目标，《方案》共提出5个方面10条具体举措。其中，聚焦消费达峰、需求下行突出矛盾，提 出加强行业管理，实施产能产量精准调控，推进钢铁企业分级分类管理，促进供需动态平衡、优胜劣 汰。聚焦提升供给质量，提出强化产业科技创新，增强高端产品供给能力，促进大宗产品质量升级，稳 定原燃料供给，提升有效供给能力。 冶金工业规划研究院院长肖邦国认为，为促进钢铁行业平稳增长和高质量发展，亟需抓住"落后低效产 能有序退出"牛鼻子，实施精准调控。同时 ...

为实现以上目标，《方案》部署了5个方面工作举措：加强行业管理；强化产业科技创新；扩大有效投 资；拓展市场需求；深化开放合作。 在加强行业管理方面，《方案》提出，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。 在严控产能的同时，增强高端产品供给能力。《方案》要求，聚焦高端装备、核心基础零部件等领域所 需高性能轴承钢、齿轮钢、高温合金等关键钢材，组织钢铁企业联合上下游企业、高校、科研院所等开 展产业链协同攻关。持续发挥船舶与海工、超超临界等新材料重点平台作用，加快产品应用验证和迭代 升级。 在拓展消费需求方面，《方案》提出，深化钢铁与船舶等重点用钢领域的上下游合作，签订长期稳定合 作协议，共同维护产业链稳定。 在深化开放合作方面，《方案》提出，强化钢铁产品出口管理，维护出口竞争秩序。 近日，工业和信息化部、自然资源部、生态环境部、商务部、市场监管总局五部门联合印发《钢铁行业 稳增长工作方案（2025—2026年）》（简称《方案》）。《方案》以" ...

◎记者 李雁争 近日，工业和信息化部、自然资源部、生态环境部、商务部、市场监管总局五部门联合印发《钢铁行业 稳增长工作方案（2025—2026年）》（简称《方案》）。《方案》以"稳增长、防内卷"为核心，从5个 方面部署10条具体举措，为钢铁行业结构性调整与高质量发展明确实施路径。 《方案》明确总体目标为推动质的有效提升与量的合理增长。在"量"上，提出行业增加值年均增长4% 左右，发挥支柱产业"压舱石"作用；在"质"上，引导行业破除粗放式产能与规模扩张思维，注重促进市 场供需平衡、优化产业结构、提高供给质效，因地制宜发展新质生产力。 为实现以上目标，《方案》部署了5个方面工作举措：加强行业管理；强化产业科技创新；扩大有效投 资；拓展市场需求；深化开放合作。 在加强行业管理方面，《方案》提出，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。 在严控产能的同时，增强高端产品供给能力。《方案》要求，聚焦高端装备、核心基础零部件等领域所 需高性能轴承钢 ...

Core Viewpoint - The steel industry is set to benefit from a significant policy initiative aimed at stabilizing growth and promoting high-quality development, with a target of approximately 4% annual growth in value added over the next two years [1][2]. Group 1: Policy Framework - The "Steel Industry Stabilization Growth Work Plan (2025-2026)" was jointly issued by five government departments, focusing on structural adjustments and high-quality development [2][3]. - The plan emphasizes a problem-oriented and goal-oriented approach, proposing 10 specific measures across five key areas [2][3]. Group 2: Key Measures - The plan includes precise control of production capacity and output, with a focus on supporting advanced enterprises and phasing out inefficient capacity [2][3]. - It promotes the development of low-carbon steelmaking processes, such as electric arc furnaces and hydrogen metallurgy, through differentiated support for capacity replacement [2][3]. - The plan mandates that by the end of 2025, over 80% of steel production capacity must complete ultra-low emission transformations [6]. Group 3: Industry Management and Innovation - Steel enterprises will be classified and managed in tiers, encouraging resource allocation towards leading companies [3]. - The plan aims to enhance the supply of high-end products by fostering collaboration among steel companies, upstream and downstream enterprises, and research institutions [3][4]. Group 4: Investment and Digital Transformation - The plan calls for the modernization of equipment and the promotion of digital transformation within the industry, including the establishment of evaluation standards for digitalization [4][7]. - It encourages the adoption of advanced technologies and the development of intelligent manufacturing processes [4][7]. Group 5: Monitoring and Support - The plan outlines organizational, policy, and operational support measures to ensure the effective implementation of the growth strategy [7]. - Continuous monitoring and capacity warning mechanisms will be established to maintain industry stability [7]. Group 6: Market Outlook - Analysts predict a gradual recovery in steel demand as seasonal changes occur, with a potential reduction in inventory levels [7]. - The industry is expected to enter a performance cycle focused on profitability, driven by increased production restrictions and a shift towards high-quality development [7].

Core Viewpoint - The "Steel Industry Stabilization and Growth Work Plan (2025-2026)" aims for an average annual growth target of around 4% in the steel industry's added value, focusing on stabilizing growth and preventing excessive competition while guiding resources towards advantageous enterprises and expanding consumer demand [1][3]. Group 1: Growth Targets and Industry Balance - The plan sets a target of approximately 4% average annual growth in added value for the steel industry from 2025 to 2026, aiming for economic stability and improved market supply-demand balance [3][4]. - The primary challenge facing the industry is the imbalance between excessive supply and insufficient effective demand, which affects the quality and efficiency of industry development [3][4]. - The plan emphasizes resource allocation towards superior enterprises and advocates for production control to promote a competitive environment, achieving dynamic supply-demand balance [3][4]. Group 2: Capacity Control and Technological Upgrades - The plan prohibits the addition of new production capacity and promotes precise control of capacity and output, supporting low-carbon steelmaking processes and high-end special steel projects [4][5]. - It encourages the development of advanced equipment and technologies, such as electric furnaces and special smelting, while enhancing the supply capacity of high-end products [4][5]. - The plan also includes measures for digital transformation and the establishment of digital carbon management centers within the steel industry [6]. Group 3: Consumer Demand and Market Expansion - The plan aims to enhance the quality of bulk products and expand applications in construction and transportation sectors, focusing on upgrading product quality and application standards [7]. - It promotes long-term cooperation agreements between steel producers and key downstream industries to stabilize the supply chain [7]. - The plan emphasizes the importance of international cooperation and optimizing the export structure of steel products to enhance global competitiveness [7][8]. Group 4: Policy Support and Financial Measures - The plan highlights the need for strong policy support, utilizing special loans and long-term bonds to fund pollution reduction, digital transformation, and resource utilization in the steel industry [8]. - It encourages financial institutions to provide tailored financial services to steel enterprises, ensuring a market-oriented and law-based approach [8]. - The overarching strategy combines strict capacity control, expansion of high-end supply, promotion of steel structures, and deepening international cooperation to address the challenges of low profitability and overcapacity in the steel industry [8].

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 事关钢铁行业，重磅文件来了！ 9 月 22 日，工业和信息化部、自然资源部、生态环境部、商务部、市场监管总局印发《钢铁 行业稳增长工作方案（ 2025 － 2026 年）》的通知。 通知提到， 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。 通知明确，要加强行业管理，促进优胜劣汰。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。推进钢铁企业分级分类管理。落实《钢铁行业规范条件（ 2025 年版）》， 全面开展钢铁企业分类评价，按照引领型规范企业、规范企业、不符合规范条件企业实施三 级管理。 通知指出，要强化产业科技创新，提升有效供给能力。一是增强高端产品供给能力，聚焦高 端装备、核心基础零部件等领域所需高 ...

21世纪经济报道见习记者冉黎黎 北京报道 近日，工业和信息化部、自然资源部、生态环境部、商务部、市场监管总局等五部门联合印发《钢铁行 业稳增长工作方案（2025—2026年）》（以下简称《方案》）。 《方案》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。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。同时，推进钢铁企业分 级分类管理。落实《钢铁行业规范条件（2025年版）》，全面开展钢铁企业分类评价，按照引领型规范 企业、规范企业、不符合规范条件企业实施三级管理。 《方案》还提出，强化产业科技创新，提升有效供给能力。 在此方面，《方案》提到，增强高端产品供给能力。聚焦高端装备、核心基础零部件等领域所需高性能 轴承钢、齿轮钢、高温合金、工模具钢等关键钢材，组织钢铁企业联合上下游企业、高校、科研院所等 开展产业链协同攻关。持续发挥船舶与海工、超超临界等新材料重点平台作用，加快 ...

受此影响，A股钢铁板块探底回升，马钢股份盘中一度大涨近7%，武进不锈、杭钢股份、友发集团、常宝股份、鞍 钢股份等个股跟涨。有券商机构指出，长期来看，产业集中度提升、促进高质量发展是未来钢铁行业发展的必然趋 势，具有产品结构与成本优势的钢企将充分受益。 重磅发布 钢铁行业迎来重磅利好政策。 9月22日消息，工业和信息化部等五部门联合印发《钢铁行业稳增长工作方案（2025—2026年）》，从五个方面提 出了10条具体举措，其中明确，未来两年钢铁行业增加值年均增长目标设定在4%左右。到2025年底，80%以上的 钢铁产能完成超低排放改造。 影响多大？ 专家表示，新方案确立的"设备更新"与"低碳转型"成为未来竞争的两大核心议题。根据方案，钢铁企业必须加速淘汰落后 设备，尤其是老旧高炉、转炉等限制性生产装备。同时，方案明确要求，到2025年底，80%以上的钢铁产能完成超低排 放改造。 为了确保钢铁稳增长各项工作任务落实，《工作方案》提出了3方面的保障措施： 一是组织保障方面，强调央地协作、部门协作、行业自律，协同抓好任务落实； 9月22日消息，工业和信息化部、自然资源部、生态环境部、商务部、市场监管总局等五部门联合印发 ...

Core Viewpoint - The new "Steel Industry Stabilization Growth Work Plan (2025-2026)" aims for an average annual growth target of around 4% in the steel industry's added value, focusing on "stabilizing growth and preventing internal competition" as the core principle for structural adjustment and high-quality development in the sector [1][2]. Industry Overview - The steel industry has faced significant downward pressure in recent years, with challenges such as reduced demand from the real estate sector and increased competition among enterprises. The industry's profit for 2024 is projected to be 66.29 billion yuan, a decrease of 42.6% year-on-year, indicating a substantial operational strain [3][4]. - The Ministry of Industry and Information Technology emphasizes the importance of the steel industry as a foundational sector for the national economy, crucial for stabilizing industrial growth and supporting economic stability [1]. Key Measures - The plan outlines five areas of focus: strengthening industry management, enhancing technological innovation, expanding effective investment, broadening market demand, and deepening open cooperation [5][6]. - Specific initiatives include precise control of production capacity, promoting high-end product supply, and supporting the transition to low-carbon steel production methods [10][15]. Investment and Technological Upgrades - The plan emphasizes the need for equipment upgrades and technological transformation, including the promotion of advanced electric furnaces and special smelting technologies. It aims to phase out outdated equipment and enhance the capacity for high-end product supply [6][23]. - The industry is encouraged to adopt digital transformation strategies and integrate artificial intelligence into operations to foster innovation and efficiency [27][30]. Market Demand and International Cooperation - The plan seeks to stimulate market demand by exploring new applications for steel in key sectors such as construction and transportation, while also enhancing international cooperation to improve export management and product standards [31][35]. - The focus on international collaboration includes strengthening ties with countries involved in the Belt and Road Initiative to facilitate the export of steel products and technologies [35][36].

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]