11月1日—3日，由钢之家网站主办的2025年钢铁产业链发展形势会议在江苏省南京市召开。

Meeting venue. Tang Zujun, Member of the Party Committee and Vice President of China Iron and Steel Industry Association, and Wu Wenzhang, Founder and Chairman of Gangzhijia Website, attended the meeting and delivered speeches. Zhu Baoliang, Chief Economist and Senior Researcher of the National Information Center, and Special Allowance Expert of the State Council; Zhang Hong, Member of the Party Committee and Deputy Secretary-General of China Coal Industry Association, delivered keynote speeches. Zhang Hongshun, Chairman and President of Zhengda Zhi Guan Group; Zhu Ruirong, President of Nanjing Iron and Steel Co., Ltd.; Xu Guangyou, Deputy General Manager of Tianjin Youfa Steel Pipe Group; Jin Wenhai, Deputy Secretary of the Party Committee and President of Ouyi Cloud Commerce; Tang Jianyong, Deputy Secretary of the Party Committee and General Manager of China Railway Materials Group; and Yuan Yizong, Founder of Shanghai Steel Man E-commerce Co., Ltd., gave speeches. Wu Yunhao, Senior Vice President of Gangzhijia Website, presided over the plenary session.

Tang Zujun introduced the operating situation and development trends of China's steel industry in his speech. Since the beginning of this year, the operation of China's steel industry has presented a "three highs and three lows" situation characterized by high production, high costs, high exports, low demand, low prices, and low efficiency. In recent years, China's crude steel production has experienced a process of first increasing and then decreasing, peaking at . billion tons in terms of output and . billion tons in apparent consumption, after which it has been declining year by year, and the industry has entered a phase of total decline and product structure adjustment. To address the future development trends of the industry, he suggested that steel enterprises should cultivate unique skills, build cost advantages, and implement lean management.

In his speech, Wu Wenzhang stated that since the beginning of this year, China's steel market has shown a situation of "three lows and one weakness": low demand, low prices, low efficiency, and weak balance. On the supply side, entering the fourth quarter, there is a certain release space for crude steel production. However, considering seasonal factors, the possibility of a significant production release is not high, and production will basically maintain the level of the fourth quarter. On the demand side, the implementation of policies such as expanding domestic demand, stabilizing growth, and stabilizing the real estate market is expected to accelerate the formation of physical work volume. He predicted that the overall steel prices for the year will show a trend of bottom-raising and oscillating operation; in the next year, steel prices will generally oscillate below the industry's average cost line.

At the meeting, Zhu Baoliang delivered a keynote speech on "Analysis of Economic Situation and Policy Orientation for the Year." He analyzed the economic situation in China since the beginning of the year and the current issues, mainly including insufficient domestic demand, the real estate market still in a deep adjustment phase, significant local government debt issues, and difficulties in business operations with weak confidence. He believes that as the year progresses, consumption will accelerate; infrastructure investment will remain basically stable, manufacturing investment growth will slow down, and real estate investment will continue to decline; exports will moderate, and the role of net exports in driving the economy will weaken.

Zhang Hong delivered a keynote speech on "The Situation of the Coal Market in 2023 and Prospects for 2024." He introduced that since the beginning of this year, China's coal demand has shown a "W"-shaped development trend characterized by "high at the beginning, low in the middle, and upturned at the end." Entering 2024, with the implementation of a package of incremental policy measures, the macroeconomic situation is expected to improve, which will drive an increase in coal demand. He predicted that, on the whole, the coal market situation in 2024 will be better than in 2023, but the overall loose and period-specific tight conditions in the coal market will remain unchanged.

The conference also featured the "Innovation in Steel Supply Chain Models" special forum, the "Discussion on Market Situation and Structural Issues in Raw Materials" special forum, the "Steel: Innovation in Low-Carbon Environmental Protection and Structural Adjustment Models" special forum, as well as the Autumn Report Meeting of SteelHome website, the 28th Market Information Joint Conference of Steel Enterprises, and the 11th Market Information Conference of the Steel Ecosystem. The conference also held the 15th National Steel Trade and Logistics Enterprises' Hundred Honest and Brand Supplier Award Ceremony, and the 10th China Bulk Material E-commerce Hundred Alliance Enterprises Award Ceremony.

Conference venue. Over a hundred representatives from the steel industry chain, including more than ten steel enterprises and raw material enterprises, attended the meeting.