Experts discuss the market and policies of the steel industry in 2025.
Hot discussion on 2025 steel
"Stability, internal competition, not easily changing tracks, innovation, high premium, supporting the strong and eliminating the weak, leading by large enterprises, product performance, industry concentration, supervision and implementation, reduction development, fair competition, internationalization, industrial chain reconstruction, exit mechanism, strict constraints on carbon emissions per ton of steel, deepening supply-side structural reforms" and other keywords were widely discussed by leaders and experts at the 2025 steel industry market and policy hot topic discussion conference.
On December 24th, the 2025 steel industry market and policy hot topic discussion conference was held in Beijing.
Leaders and experts attending the meeting included Xia Nong, Vice President of the China Iron and Steel Industry Association; Zhang Longqiang, Party Secretary and Director of the Metallurgical Industry Information Standards Research Institute; Zhu Rong, Director of the National Key Laboratory of Green Low-Carbon Steel Metallurgy at Beijing University of Science and Technology; Dong Han, Dean of the School of Materials Science and Engineering at Shanghai University; Liu Zhenyu, Deputy Director of the National Key Laboratory of Rolling Technology and Automation at Northeast University; Shi Yixin, Executive Director and Vice President of Shagang Group; Wen Dun, Deputy General Manager of Baosteel Zhanjiang Steel Co., Ltd.; Feng Zhanli, Party Secretary and Chairman of Ansteel Group Engineering Technology Company; Zhang Caidong, Party Secretary and Dean of Hebei Steel Materials Technology Research Institute; Xiao Jinglian, Deputy General Manager of Shougang Co., Ltd. Marketing Center; Wang Hongliang, Plant Manager of Baosteel Zhanjiang Steel Co., Ltd.; Lian Xintong, Associate Researcher at Shanghai University.
At the meeting, Director Zhang Longqiang presented a report titled "Analysis of Market and Policy Hot Topics in the Steel Industry for 2025." The report analyzed the industry situation for 2025 from the perspectives of policy orientation, market assessment, and dual carbon work. Regarding policy orientation, Director Zhang analyzed aspects such as capacity replacement, production control, and regulatory conditions. He believes that in 2025 the industry must implement the spirit of the Central Economic Work Conference, strive to eliminate "internal competition," and reconstruct a new balance between market supply and demand; actively optimize product structure to adapt to changes in market consumption demand; deeply cultivate a foundation for green development to calmly respond to low-carbon development challenges; and continuously nurture new productive forces empowered by "artificial intelligence +." In terms of market assessment, currently, China's steel supply is very abundant but demand continues to decrease. The contradiction between supply and demand continues to accumulate; reducing quantity for high-quality development is an inevitable path. Director Zhang analyzed the market situation for 2025 from aspects such as production scale, downstream demand, consumption estimation, steel import and export, and product structure adjustment. Regarding dual carbon work, Director Zhang mentioned that from a long-term trend perspective, with expectations for national carbon market expansion heating up, free carbon quotas are gradually tightening and carbon control policies are becoming stricter. This strongly supports carbon prices; overall prices in the national carbon market will show an upward trend. The implementation of dual control on carbon emissions during the 14th Five-Year Plan will accelerate the establishment of a carbon identification management system based on carbon codes. He stated that CMISI's "dual carbon one code" three centers will assist the low-carbon process in the steel industry through carbon trading, measurement, and identification.
Attending leaders and experts engaged in lively exchanges and discussions on market and policy hot topics in the steel industry for 2025.
