The trend of steel enterprises becoming more "outward" is evident, with steel material exports exceeding 100 million tons, reaching a new eight-year high.

① Due to the continuous decline in domestic Steel Consumer volume, Steel Industry Chain enterprises have increasingly focused on overseas markets for development. This year, steel export volume exceeded 100 million tons, a new high in eight years. ② Under policy guidance, the export proportion of medium to high value-added products has increased, and the overall structure of domestic Steel exports has shifted from long products to flat products.

cls.cnDec 10 13:39

The steel industry has faced downward pressure for three years; under the new cycle, calls for "production cuts" are increasing, and there is a need for "synchronous resonance" to respond to challenges and opportunities.

① The steel industry has been declining for three consecutive years, with the market experiencing a negative feedback cycle. It is expected that the apparent consumption of crude steel will be about 0.9 billion tons in 2024, and demand may continue to decline in 2025. The industry is facing various challenges and continues to move forward under pressure while actively seeking new development opportunities; ② "My Steel" predicts a 3% increase in steel for machinery in 2025, a 1.5% increase for autos, a 6.4% increase for shipbuilding, a 2.8% increase for home appliances, and a 5.5% increase for energy.

cls.cnDec 9 17:19

Iron Ore Edges Up on Strong Steel Exports, Profit Margins -- Market Talk

WSJDec 2 10:31

Brokerage Morning Meeting Highlights: The historical bottom of real estate stock valuation may have been established.

At today's brokerage morning meeting, China Securities Co.,Ltd. proposed supply-side optimization, suggesting to focus on industries such as steel, photovoltaic, cement, coal, and rare earths; htsc stated that domestic sales of household appliances are improving with stable exports, focusing on two major themes for the year 2025; China International Capital Corporation believes that the historical bottom of real estate stock valuation may have been established.

cls.cnNov 19 08:13

China Securities Co., Ltd.: Real estate policies drive a recovery in the steel industry, with crude steel monthly production rebounding for the first time since June.

From January to October, domestic pig iron production was 715.11 million tons, a year-on-year decrease of 4%; crude steel production was 850.73 million tons, a year-on-year decrease of 3%; steel production was 1164.84 million tons, a year-on-year increase of 0.5%. In October, pig iron and crude steel production grew by 1.4% and 2.9% respectively, marking the first rebound since June.

Zhitong FinanceNov 18 09:16

Express News | gtja: Policies are expected to continue to strengthen, no need to be pessimistic about the later demand for the steel industry.

BreakingsNov 1 07:37