Kum 2026-a Steel Industry thlirna
Policy kaihhruaina, market demand leh khawvel boruak ngaihtuah chuan China steel industry hian kum 2026-ah structural reshaping leh moderate recovery phase thar a lut dawn a, hei hi thupui ber "controlling production and improving quality" tih a ni. Industry hna bulpui ber chu scale expansion zawn a\\anga "quality tihchangtlunna \\ha leh quantitative growth \\ha tak" neih theihna tura inthlak a ni. A hnuaia chart-te hian kum 2026 chhunga steel industry-a key drivers leh core challenges te a tarlang a, hei hian industry pumpui thlirletna rang taka i hriat theih nan a pui che a ni.
Supply leh Demand Structure te chu a hnuaia mi ang hian a ni
Supply lam hawi:Policy regulation, boruak chhiatna, leh industry self-discipline-in a nghawng avangin crude steel siamchhuah hi a tlahniam zel tura ngaih a ni. Institution tam tak chuan kum 2026-ah crude steel siamchhuah chu ton maktaduai 931 leh maktaduai 960 inkar a nih tur thu an sawi a, kum khat-kum{6}}kum khata 1.25% atanga 3.1%-a tlahniam a ni. Capacity thlak danglamna policy khauh zawk, environment humhalhna atana thil siam chhuah khapna, leh "anti-innovation" hmalakna te hian production capacity hmanlai tawh tak chhuahna a thlen dawn a, industry concentration pawh a pung zel tura ngaih a ni.
Demand lam hawi:Total volume hi pressure hnuaiah a awm a, mahse structural differentiation erawh a langsar hle. Real estate sector-a steel mamawhna a tlahniam chhunzawm zel a, mahse a tlahniam hi a tlem chho zel a; infrastructure-a steel mamawhna chu a la nghet reng a; leh thil siamna lama steel mamawhna hian hmasawnna a vawng reng a, mamawhna hmun pawimawh tak a ni ta a ni. Kum 2026-a steel mamawh zawng zawng chu ton maktaduai 800 vel a nih beisei a ni a, kum khata-kum-a tlahniam chu 1% velin a tlahniam a, thil siamna lama steel mamawh zat chu a pung lehzual dawn a ni.
Price Trends Steel man hi a hnuai lamah a inthlak danglam nasa hle tura ngaih a ni a, overall price level-ah pawh a sang chho deuh hlek a ni. Rebar leh hot-rolled coil-a contract man lian ber chu 2950-3400 yuan/ton leh 3050-3550 yuan/ton inkar a ni tura ngaih a ni. Price inthlak danglamna hi supply leh demand balance, policy siamthat, cost inthlak danglamna, leh pawn lam boruak te hian a nghawng dawn a ni. Policy kalpui chak dan leh demand recovery chakna hi ngaihven a ngai a ni.
Costs leh Profits te
Raw material man chungchangah chuan iron ore man a tlahniam rin a ni a, coking coal man pawh a range chhungah a inthlak danglam beisei a ni a, scrap steel man pawh a nghet zel tura ngaih a ni. A pum puiin steel ton khat man hi a tlahniam tura ngaih a ni a, mahse environment man erawh a sang chho zel a ni. Industry hlawkna a ṭhat leh beisei a ni a, mahse danglamna nasa tak a awm beisei a ni. Enterprise-te chu advantage chak tak nei leh well-end product portfolio sang tak -developed nei te chu an inelna a sang zawk dawn a, industry average gross profit per ton of steel chu 150-200 yuan inkar a nih beisei a ni.
Policy leh Pawn lam boruak
Ram chhung Policy: 1.1.Sorkar chuan proactive fiscal policy leh moderately loose monetary policy a kalpui chhunzawm zel dawn a, "growth stabilizing leh involution ven" lam a ngaihtuah ang a, capacity leh output control, technological innovation, leh green transformation ang chi hmalakna hmanga industry hmasawnna sang-quality tihhmasawn a tum bawk. Special-purpose bond quota thar dah belh hi yuan tluklehdingawn 4.8 a tling thei a, hei hian infrastructure leh sector dangte tan sum lama puihna a pe thei a ni. Machinery, automobile (a bik takin energy lirthei thar), lawng siamna, leh in lama hmanrua te ang chi industry atanga steel mamawhna chu a nghet zel dawn a, hei hian sakna mamawhna gap chu a titawp thei dawn a ni. Thil chakna pawimawh -2-3. Thil siamna atana steel hman zat chu 50% a hnaih tawh a, -3-in a pung zel dawn a ni.
Ram hrang hranga sumdawnna:Trade protectionism tihpun leh EU carbon tariffs formal taka kalpui a nih avangin Chinese steel export-ah cost pressure a awm a ni. Hetihlai hian India leh Turkey ang ramte'n sumdawnna khapna an siamte pawhin export-ah nghawng a nei dawn a ni. Mahse, Chinese steel hi international market-ah chuan inelna a la nei reng a, export structure chu high-end product lam hawiin a inthlak dawn a ni. World Steel Association chuan kum 2026-ah khawvel puma steel mamawhna chu 1.3% zetin a pung chho dawn niin an sawi.
Industry hmasawnna kawng hrang hrang
Green Transition chak zawk:Carbon peaking leh carbon neutrality tumna hnuaiah chuan steel industry-a green leh low-carbon tihhmasawn chu thil tih loh theih loh a ni ta a ni. Ultra-low emission retrofitting leh hydrogen metallurgy ang chi technology hman a chak zawk ang a, environment cost a tipung ang a, green technology market a siam ang.
High-end leh intelligent tak tak siam chhuahna:Manufacturing industry-a hmasawnna chuan high-performance, high-value-added steel mamawhna a tipung ang. Enterprise-te chuan R&D investment an tipung ang a, product development chu high-end leh differentiated product lam pan turin a hruai ang. Chutih rual chuan digital transformation hi efficiency tihsan leh sum senso tihtlem nan hmanraw pawimawh tak a ni dawn a ni.
Accelerated mergers and acquisitions: Anti-involution policy leh regulatory measures kaihhruaina hnuaiah, hmahruaitu enterprise-te chuan small leh medium-sized production capacity chu inzawmkhawmin, industry concentration leh bargaining power tihpun a, "leading enterprises dominating, with differentiated support from small and medium-sized tih industry structure siam tura beisei a ni enterprise hrang hrangah te."
Tawpna
Kum 2026-ah chuan steel industry hian a growth model zau tak chu a thlahthlam dawn a, "controlling capacity, optimizing structure, enhancing value, leh promoting green development" tih cycle thar a lut dawn a ni. Enterprise-te tan chuan hlawhtlinna kawngkhar chu: chhungril lamah, ram pum huap capacity control leh environment policy-te ngun taka zawm, high-end product-a R&D investment tihpun, leh digital leh intelligent transformation pawm pawn lam lamah chuan ramdang sumdawnna kawng hrang hrangte chu a thlak danglam vek a, "price competition" atanga "value output"-ah a inthlak a, niche market leh high{3}}end green product-te chu a ngaihtuah a, pawn lam atanga risk te chu diversified leh compliant operations hmanga tihziaawm a ni.
A pum puiin kum 2026-ah chuan steel industry hi supply-demand balance chak lo phase-ah a awm dawn a, policy regulation leh market clearing chu a awm dun dawn a ni. Industry pumpui hian "stable mahse declining total output, structural optimization leh upgrading, leh limited profit recovery" tih ziarang a lantir dawn a ni. Enterprise-te chuan market boruak buaithlak leh danglam reng -danglam zel hmachhawn turin cost control, product upgrading, leh green transformation lam an ngaihtuah a ngai a ni.
