Analysis on the future development trend of China Iron and Steel.

In response to national policies, all localities have strictly implemented capacity replacement methods to boost ultra-low emissions of steel.

In recent years, the state has successively issued policies to resolve excess capacity and eliminate backward capacity in the steel industry, requiring all localities to strictly implement capacity replacement measures, strictly control new capacity in industries with serious excess capacity, and promote supply-side structural reform in the steel industry; Energy consumption and pollutant discharge have reached the standard in an all-round and stable way, the stability and reliability of product quality have been greatly improved, and a number of key steel products have been effectively supplied, that is, the structural adjustment and upgrading of steel products have been promoted.

2065438+On April 29th, 2009, the Ministry of Ecology and Environment and other five ministries and commissions jointly issued the Opinions on Promoting the Implementation of Ultra-low Emission in the Iron and Steel Industry. The "Opinions" put forward specific targets for the progress of ultra-low emission transformation of steel production capacity in key areas of air pollution prevention and control in Beijing, Tianjin and Hebei, surrounding areas, Yangtze River Delta region and Wei Fen Plain in the next five years: it is estimated that by the end of 2020, the transformation of the above key areas will be completed by 60%; By the end of 2025, the ultra-low emission transformation of iron and steel enterprises in the above-mentioned key areas will be completed, and 80% of the capacity transformation will be completed nationwide.

The output of major steel products will increase year by year in the next few years.

Although the country continues to promote the process of de-capacity in the steel industry, due to the high sunk cost of production equipment, steel enterprises choose to continue production in order to reduce costs and losses, resulting in an increase in the output of steel products in the whole industry under the background of de-capacity and de-inventory. Therefore, based on the current domestic steel production facilities and the production scale of the steel industry in recent years, Prospective Industry Research Institute believes that the output of major steel products will increase slightly year by year in the next few years.

—— The above data comes from the Analysis Report on the Development Prospect and Investment Strategic Planning of China Iron and Steel Industry by Prospective Industry Research Institute.