沈阳谷歌竞价推广：钢铁出口高位运行 船舶订单成"钢需"新增长点
沈阳谷歌竞价推广：钢铁出口高位运行 船舶订单成"钢需"新增长点
Shenyang Google Ads Promotion: Steel Exports Remain High as Shipbuilding Orders Drive Domestic Demand
中国钢铁行业正面临深度调整期，在欧盟反补贴调查和国内"去产能"政策的双重压力下，钢材出口成为维稳增产的重要推手。商务部新闻发言人何亚东10月12日表示，中方坚决反对欧盟对中国钢铁企业的反补贴调查。
The Chinese steel industry is undergoing deep adjustment. Under the dual pressures of EU anti-subsidy investigations and domestic "capacity reduction" policies, steel exports have become an important driver for maintaining stability and increasing production. On October 12, He Yadong, spokesperson for China's Ministry of Commerce, stated China's firm opposition to the EU's anti-subsidy investigation against Chinese steel companies.
数据显示，1-8月我国钢材出口5878.5万吨，同比增长28.4%，但出口均价同比下降30.8%，呈现"以价换量"特点。华泰期货分析认为，钢材净出口基本对冲了国内消费下滑。
Statistics show that China's steel exports reached 58.785 million tons from January to August, a year-on-year increase of 28.4%, but the average export price fell by 30.8%, showing characteristics of "trading price for volume". Huatai Futures analysis suggests that net steel exports have basically offset the decline in domestic consumption.
船舶制造成为新增长点
Shipbuilding Emerges as New Growth Driver
随着房地产行业下行，建筑用钢需求持续缩减，但船舶制造用钢量快速增长。中国船舶工业行业协会预计2023年船舶用钢将突破1300万吨。广船国际手持订单已排至2027年，价值超500亿元。
With the downturn in the real estate industry, demand for construction steel continues to shrink, but shipbuilding steel consumption is growing rapidly. The China Association of the National Shipbuilding Industry predicts shipbuilding steel demand will exceed 13 million tons in 2023. Guangzhou Shipyard International has orders scheduled until 2027 worth over 50 billion yuan.
高端船型如LNG船对钢材提出更高要求，带动殷瓦钢、低温高锰钢等特种钢材发展。钢铁企业与船舶企业开展联合攻关，实现了多项高端钢材的产业化应用。
High-end ship types like LNG carriers place higher demands on steel, driving the development of special steels such as invar steel and low-temperature high-manganese steel. Steel companies and shipbuilders have collaborated to achieve industrial application of various high-end steel products.
行业转型与政策调控
Industry Transformation and Policy Regulation
中钢协正在推进"产能置换、超低排放、极致能效"三大改造工程。上海交大教授苗瑞指出，钢铁企业应在减产同时提升产品附加值，"数量降下来，质量提上去"。
The China Iron and Steel Association is promoting three major transformation projects: "capacity replacement, ultra-low emissions, and extreme energy efficiency". Professor Miao Rui from Shanghai Jiao Tong University pointed out that steel companies should reduce quantity while improving product value-added - "reduce quantity, improve quality".
《钢铁行业稳增长工作方案》提出建立钢铁与船舶等重点领域的上下游合作机制。冶金工业规划研究院院长范铁军表示，新需求将推动企业更加注重专业细分领域的产品打造。
The "Steel Industry Steady Growth Work Plan" proposes establishing upstream and downstream cooperation mechanisms between steel and key sectors like shipbuilding. Fan Tiejun, president of the Metallurgical Industry Planning and Research Institute, stated that new demands will drive companies to focus more on specialized product development.
