4月16日，2024粤港澳大湾区黑色金属产业链论坛在广东乐从召开，本次会议吸引大湾区近300位钢铁产业链代表参加。中国钢铁工业协会副会长骆铁军出席会议并发表讲话，从五个方面介绍了钢铁行业运行情况及近期钢协开展的工作。

一是合理控制生产节奏，把高质量发展的落脚点落到盈利上来。钢铁行业高质量发展是质与量的统一，落脚点是提升盈利能力和创新发展能力。当前钢铁行业面临着强劲供给能力与需求减弱的突出矛盾，并步入“囚徒困境”，如何化解矛盾企业家都有共识，关键是龙头企业带头按需求控制生产节奏，真正实现行业自律，当务之急是维护螺纹钢区域市场稳定。协会非常重视今年粗钢产量调控政策，正在配合国家部委开展相关工作。

二是关注品种结构变化，紧跟市场需求调整产品结构。从制造业领域看，造船、汽车、家电、能源装备等领域发展态势良好；从能源领域看，石油、天然气、油气管网等能源设施将保持良好态势；从建筑业领域看，建筑业需求峰值已过，需求强度减弱是必然趋势，近期随着稳增长政策逐渐落地，基建资金压力将有所缓解，但需警惕随之而来的复产冲动，导致产能过快释放，加重供需失衡。

三是鼓励高端出口，为世界提供中国优质钢材。2023年，钢材出口量增价跌趋势明显，一季度趋势延续，不利于钢铁行业高质量发展。协会明确提出“鼓励高端、限制低端、打击非法”的钢铁出口战略，要树立中国品牌，维护世界贸易秩序。协会多次向有关部委呼吁恢复高端钢铁产品出口退税，同时积极应对欧盟CBAM政策，成立工作组，正在研究和编制《欧盟碳边境调节机制过渡期数据填报建议》。

四是促进铁资源开发产出，为钢铁工业发展提供强有力资源支撑。2024年，全球铁矿石供给预计将增加5000万吨以上，国内铁矿开发项目持续推进，国内焦煤供应有望持续改善，进口焦煤保持高位，国内废钢产出量将因废钢税费政策优化的利好而有望增加。总体而言，2024年，原燃料市场将趋向宽松。为促进铁资源产出，协会向有关部门提出了“反向开票”建议，以解决废钢第一张票问题，同时向政府有关部门报送了《统筹推进废钢资源利用的建议》，已得到相关部门的回应，并取得一定进展。

五是聚焦期货市场研究，促进资本市场为钢铁企业服务。根据企业诉求，2023年，协会组织专业力量开展了《期货对钢铁行业运行状态评估课题研究》，在此基础上形成了《关于促进钢铁期货市场高质量发展的报告》，并于今年3月初分别上报给中财办、国办、证监会等政府部门，受到了高度重视。为配合证监会等部门的工作，协会近期邀请了部分钢铁企业和贸易企业，召开了钢铁期货专题研讨会，重点围绕优化现有期货规则制度细化、取消钢铁期货夜盘、提升期货监管和治理能力等进行了深度研讨，为进一步推进后续落实工作奠定了基础。

会后，骆铁军参观调研乐从钢铁世界，并与董事总经理郭志刚进行座谈，了解钢铁世界发展现状及趋势，交流钢结构发展趋势。

4月17日，骆铁军一行赴中南钢铁与党委书记、董事长吴琨宗等相关领导进行了座谈，并与来访的上海钢联联席董事长高波等，就当前钢铁行业运行情况、如何加强自律、减少企业亏损、促进行业高质量发展等议题进行研讨。

On April 16, the 2024 Guangdong-Hong Kong-Macao Greater Bay Area Ferrous Metal Industry Chain Forum was held in Lecong, Guangdong, which attracted nearly 300 representatives of the steel industry chain from the Greater Bay Area. Luo Tiejun, vice president of China Iron and Steel Industry Association, attended the meeting and delivered a speech, introducing the operation of the steel industry from five aspects and the recent work carried out by the Steel Association.

First, we should reasonably control the pace of production and put the goal of high-quality development on profit. The high-quality development of the steel industry is the unity of quality and quantity, and the goal is to improve profitability and innovative development ability. At present, the steel industry is facing the outstanding contradiction between strong supply capacity and weakening demand, and has entered the "prisoner's dilemma", how to resolve the contradiction entrepreneurs have a consensus, the key is to take the lead in controlling the pace of production according to demand, truly achieve industry self-discipline, and it is imperative to maintain the stability of the rebar regional market. The Association attaches great importance to the control policy of crude steel output this year, and is cooperating with national ministries to carry out relevant work.

The second is to pay attention to the variety of structural changes, closely follow the market demand to adjust the product structure. From the manufacturing sector, shipbuilding, automobiles, home appliances, energy equipment and other fields are developing well; In the field of energy, oil, natural gas, oil and gas pipeline networks and other energy facilities will maintain a good momentum; From the perspective of the construction industry, the peak demand of the construction industry has passed, and the weakening of demand intensity is an inevitable trend. Recently, with the gradual implementation of the steady growth policy, the pressure on infrastructure funds will be eased, but it is necessary to be vigilant about the ensuing impulse to resume production, resulting in excessive release of production capacity and aggravating the imbalance between supply and demand.

The third is to encourage high-end exports and provide the world with high-quality Chinese steel. In 2023, the trend of steel export volume increase and decline is obvious, and the trend of the first quarter continues, which is not conducive to the high-quality development of the steel industry. The association clearly put forward the steel export strategy of "encouraging high-end, restricting low-end, and combating illegal", and it is necessary to establish Chinese brands and maintain the world trade order. The association has repeatedly called on the relevant ministries to restore the export tax rebate of high-end steel products, while actively responding to the EU CBAM policy, setting up a working group, is studying and preparing the EU Carbon Border adjustment Mechanism transitional period data filling proposals.

The fourth is to promote the development and output of iron resources and provide strong resource support for the development of the iron and steel industry. In 2024, the global iron ore supply is expected to increase by more than 50 million tons, domestic iron ore development projects continue to advance, domestic coking coal supply is expected to continue to improve, imported coking coal remains high, and domestic scrap production is expected to increase due to the favorable optimization of scrap tax policy. Overall, the primary fuel market will tend to ease in 2024. In order to promote the output of iron resources, the association put forward the proposal of "reverse billing" to the relevant departments to solve the problem of the first ticket of scrap steel, and submitted the "Suggestions on promoting the utilization of scrap steel resources" to the relevant government departments, which has been responded by the relevant departments and made some progress.

The fifth is to focus on futures market research and promote the capital market to serve steel enterprises. According to the demands of enterprises, in 2023, the association organized professional forces to carry out the "Research on the eva luation of the operation state of the Steel Industry by futures", on the basis of which the "Report on Promoting the high-quality development of the steel futures Market" was formed, and was reported to the government departments such as the China Financial Office, the State Office, and the CSRC in early March this year, which was highly valued. In order to cooperate with the work of the CSRC and other departments, the Association recently invited some steel enterprises and trading enterprises to hold a special seminar on steel futures, focusing on the optimization of the existing futures rules and systems, the cancellation of steel futures night trading, and the improvement of futures supervision and governance capabilities, which laid the foundation for further promoting the follow-up implementation.

After the meeting, Luo Tiejun visited Lecong Steel World, and talked with Guo Zhigang, Managing director, to understand the development status and trend of the steel world, and exchange the development trend of steel structure.

On April 17, Luo Tiejun and his delegation went to Zhongnan Steel and held a discussion with Party Secretary and Chairman Wu Kunzong and other relevant leaders, and discussed with Gao Bo, co-chairman of the visiting Shanghai Steel Union, on the current operation of the steel industry, how to strengthen self-discipline, reduce enterprise losses, and promote high-quality development of the industry.