10 月 24 日

在暂停旧计划 14 个月后，中国周五公布了一项更严格的钢铁产能置换计划的提案，以减少现有产能并重新平衡供需。
最初的互换计划要求钢厂在增加新产能时至少去除等量的现有旧炼钢产能，以遏制供应过剩。

But China, which produces more than half the world's steel, halted the steel capacity replacement programme from August 23, 2024 as it failed to rein in rampant expansion, leaving the industry with overcapacity that hit profitability.
China's steel industry has taken a hit from faltering domestic demand from 2022 due to a prolonged property market crisis.
供需失配侵蚀了钢铁利润率，刺激了中国钢铁产品出口创历史新高，并引发了大量中国钢铁出口国的保护主义反弹。
Under the new swap plan, the addition of new steel capacity in key areas, the transfer of steel capacity from non-key areas to key areas and the capacity transfer among key areas are strictly forbidden, China's Ministry of Industry and Information Technology said in a statement.
重点区域是指京津冀及周边地区、长三角地区、汾渭平原。
钢铁产能总量目标明确的省市，不得接受其他地区产能转移。
每建设一吨新产能，至少需要退出1.5吨旧钢产能。
该计划旨在鼓励更有效地利用废钢，有组织地发展清洁电弧炉炼钢。
"The plan may be more stringent than the last one but it does not do what the industry needs," said Tomas Gutierrez, head of data at consultancy Kallanish Commodities.
"Recently commissioned capacity will run for decades. Old capacity will struggle on unless it is really on its last legs. None of this suggests that capacity will be actively managed in a sustained period of declining demand."