After the National Two Sessions were held, good news about the steel market became the focus of attention of market participants. On March 8, the relevant person in charge of the operation and management department of Shanxi Iron and Steel Group said in an interview with the author that from the signal sent by the National Two Sessions this year, it can be seen that my country's steel market will present the following operational trends this year:

One is that the market supply may decrease. The relevant person in charge of the Ministry of Industry and Information Technology has stated many times before that in 2021, it will further promote the reduction of steel production and prohibit new steel production capacity. In the context of the national two sessions once again mentioning the goal of carbon peak and carbon neutrality, it is imperative for the steel industry to fully compress crude steel output. Relevant sources said that the current carbon emissions of the steel industry account for about 15% of the total carbon emissions in the country, and it will be increasingly difficult to continue to achieve ultra-low emissions through technological transformation. Therefore, compressing crude steel production will be the future of the steel industry to achieve carbon emissions reductions. Effective way. At the same time, compressing crude steel output can also reduce dependence on foreign iron ore resources. Therefore, under the circumstance that the scale of production does not expand, steel enterprises are bound to achieve high-quality development through industrial structure adjustment and product upgrades.

The second is that steel prices are expected to rise slightly overall. The report revealed more positive information about downstream industries. For example, steadily increase bulk consumption such as automobiles and home appliances, remove unreasonable restrictions on second-hand car transactions, increase parking lots, charging piles, replacement power stations and other facilities, and speed up the construction of a power battery recycling system; new construction is started to transform 53,000 old communities in cities , To improve the level of public services in the county. These good news boosted market confidence. Based on this prediction, the relevant person in charge of Shanxi Iron and Steel Group predicts that my country's steel industry will show a steadily improving development trend in 2021, and steel prices are expected to rise slightly overall.