In order to maintain the continuity and stability of the policy and consolidate the results of crude steel output reduction, this year, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Ecology and Environment, and the National Bureau of Statistics will continue to carry out the national crude steel output reduction work.
The industry generally believes that under the background of my country's promotion of "dual carbon", relevant departments continue to carry out crude steel production reduction, aiming to deepen the supply-side structural reform, consolidate the results of crude steel production reduction, and guide iron and steel enterprises to abandon the extensive growth that wins by quantity. way to promote the high-quality development of the steel industry.
Reduce production to avoid "one size fits all"
In 2021, the benefits of my country's iron and steel industry will reach the best level in history, and key large and medium-sized iron and steel enterprises will achieve a cumulative profit of 352.4 billion yuan, a year-on-year increase of 59.7%.
"Last year, the output control of the steel industry was effective, effectively curbing the excessive growth of crude steel output, and promoting the formation of a new pattern of supply and demand balance in the market at a higher level." Li Xinchuang, secretary of the party committee and chief engineer of the Metallurgical Industry Planning and Research Institute, recently held a 2022 The China Iron and Steel Development Forum stated that promoting the high-quality development of the iron and steel industry should be based on the construction of a good industrial production and operation order.
To promote healthy competition among iron and steel enterprises, it is necessary to strictly control production capacity, regulate output, and standardize certification.
At present, the key to the stable operation of the steel industry is to maintain a balance between supply and demand under limited market demand.
This requires efforts from both the government and the market.
In 2021, my country's iron and steel industry will implement crude steel production, and the annual crude steel output will be 1.033 billion tons, a year-on-year decrease of 3%.
This year, the relevant departments continue to carry out the reduction of crude steel output.
"In the process of reducing crude steel production, we will adhere to 'one general principle, highlighting two key points'." Meng Wei, deputy director of the Political Research Office of the National Development and Reform Commission, said recently.
A general principle is to firmly grasp the overall keynote of making steady progress and making progress while maintaining stability.
While maintaining the continuity and stability of the supply-side structural reform policy of the iron and steel industry, adhere to the principles of marketization and the rule of law, give play to the role of market mechanisms, stimulate the enthusiasm of enterprises, and strictly implement relevant laws and regulations on environmental protection, energy consumption, safety, and land use.
To highlight two key points is to insist on distinguishing the situation, keeping pressure and avoiding "one size fits all".
In key areas, the production of crude steel in key areas for air pollution prevention and control such as Beijing-Tianjin-Hebei and surrounding areas, the Yangtze River Delta region, and the Fenwei Plain will be highlighted. The relatively backward crude steel output, the goal is to ensure a year-on-year decrease in the national crude steel output in 2022.
In the first quarter of 2022, the national crude steel output was 243 million tons, a year-on-year decrease of 10.5%.
Xu Xiangchun, Information Director of My Steel Network, believes that due to the recent epidemic and other factors, domestic steel demand has weakened.
Guiding iron and steel enterprises to reduce and suppress production through policy means has a positive effect on maintaining the dynamic balance of the market, stabilizing domestic steel prices and improving the performance of steel enterprises, and can also restrain the irrational expectations of iron ore price increases.
Solidly promote low-carbon development
"In order to achieve carbon peaking and carbon neutrality in China's steel industry, it must first adjust the industrial structure on a macro level, achieve total reduction and eliminate backwardness. It is not appropriate to continue to increase production and export low value-added primary products in large quantities. Quantify the development path." Yin Ruiyu, an academician of the Chinese Academy of Engineering, said that there is a strong correlation between the carbon emissions of the steel industry and the output of crude steel.
As a major energy consumer and a major carbon dioxide emitter, the steel industry is an important area for realizing green and low-carbon development.
my country's iron and steel industry carbon emissions account for about 15% of the country's total carbon emissions, and it is the industry with the largest carbon emissions among the 31 categories of manufacturing.
Yin Ruiyu said that for the steel industry, carbon peaking and carbon neutrality are a total, intensive and structural proposition, and a time-limited strategic proposition.
Preliminary judgment shows that my country's iron and steel industry is close to entering the carbon emission peaking platform period, and it is necessary to encourage qualified iron and steel enterprises to take the lead in achieving carbon peaking.
From the perspective of industry trends, China Baowu, Anshan Iron and Steel, Hegang, Baotou Iron and Steel, Jianlong and other large steel enterprises have successively released corporate carbon peaking and carbon neutral roadmaps.
More than 100 iron and steel enterprises have researched and formulated corporate carbon peaking action plans.
Since last year, China Iron and Steel Association has established a low-carbon work promotion committee in the steel industry; China Baowu has led the establishment of the Global Low-Carbon Metallurgy Innovation Alliance and Low-Carbon Metallurgy Innovation Fund, with 62 companies, colleges and research institutions from 15 countries actively participating .
"The fundamental solution for the iron and steel industry to reach carbon peak and carbon neutrality lies in the progress of low-carbon technology, and the core is technological innovation, technological breakthrough and technological promotion." He Wenbo, Secretary of the Party Committee of China Iron and Steel Industry Association, said that the association organized the compilation of the "China Iron and Steel Industry Association". The Technology Roadmap for Industrial Low-Carbon Development and the Vision Plan for Carbon Peak and Carbon Neutrality in China's Iron and Steel Industry will become important guidelines for iron and steel enterprises to implement the low-carbon transformation requirements of the central government and ministries.
According to reports, comprehensively considering China's resource endowment, energy structure and the development status of the steel industry, to explore a technical route suitable for carbon peaking and carbon neutrality in China's steel industry, the Iron and Steel Industry Low-Carbon Work Promotion Committee has organized industry experts to do a lot of research work. Six low-carbon technology routes including system energy efficiency improvement, resource recycling, process optimization and innovation, smelting process breakthrough, product iterative upgrade and capture, storage and utilization have been formed.
Focus on improving the quality of supply
Regarding the continued reduction of crude steel output this year, the China Iron and Steel Association recently issued a document stating that the majority of steel enterprises should fully understand the extreme importance of this work and actively implement relevant national policy requirements.
The China Iron and Steel Association emphasized that the iron and steel industry is fully capable of achieving the goal of ensuring supply and stabilizing prices. The core issue is to complete the mission of ensuring supply at the least cost under the constraints of limited resources, energy and ecological environment.
my country is the global steel production and consumption center, accounting for more than half of the world's annual output.
It is no longer a problem to ensure the total supply of the steel industry. The majority of enterprises must pay attention to effective supply and innovative supply, and make efforts to improve the quality and efficiency of varieties.
"my country's economy has shifted from a stage of high-speed growth to a stage of high-quality development. The demand for the transformation of the national economy has provided a major opportunity for the steel industry to accelerate industrial upgrading and structural adjustment." Li Xinchuang analyzed that the pace of structural adjustment in the downstream steel industry has been further accelerated. Demand for high-quality steel materials has increased.
At the same time, green, low-carbon, energy-saving and environmentally-friendly steel has become the development requirement of many industries.
In the face of new changes in market demand, Shougang Co., Ltd. adheres to the product positioning of "high-end, high-efficiency, green and environmental protection" and the concept of "green manufacturing, low-carbon development" for electrical steel, and continuously promotes the research and development of electrical steel technology and product upgrades. Transport green products in areas such as travel and green energy, and continue to strengthen the supporting role of basic raw materials.
At present, some indicators of grain-oriented electrical steel of Shougang Co., Ltd. have reached the international leading level, and are widely used in "double million" UHV transformers, high-efficiency and energy-saving distribution transformers and other fields.
Non-oriented electrical steel for new energy vehicles has formed a special product system of 23 grades in 5 series. 6 new energy vehicles are in the top 10 in global sales, and 9 are in the top 10 in domestic sales. There is 1 new energy vehicle in every 3 domestic sales. Made of Shougang electrical steel.
Hu Zhiyuan, deputy general manager of Shougang Zhixin Qian'an Electromagnetic Materials Co., Ltd., said that under the background of carbon neutrality, the development and efficient use of electricity will strongly drive the demand for high-end electrical steel.
With the explosive growth of the new energy vehicle market, non-oriented electrical steel for new energy vehicles will continue to face tight supply.
During the "14th Five-Year Plan" period, Shougang will continue to increase the output of high-end electrical steel, and the proportion of oriented and high-grade non-oriented electrical steel will reach more than 70%.