From December 14th to 17th, 2023, the "2024 Great Changes, New Momentum China Steel Market Outlook and 'My Steel' Annual Meeting" was held in Shanghai.
At the meeting on the 17th,Shi Hongwei, Deputy Secretary-General of China Iron and Steel AssociationHe presided over a roundtable dialogue entitled "Industrial Transformation and Upgrading and New Trends in Steel Use", and invited six big names from steel production enterprises, home appliances, ships, automobiles and other steel-using enterprises to discuss the 2024 steel production and steel market, and deeply analyze the development situation of the upstream and downstream industries of steel and other hot topics.
Roundtable Dialogue on "Industrial Transformation and Upgrading and New Trends in Steel Use".
Liu Yi, executive vice president of China Steel Structure Association
In terms of future demand for steel structures, according to the China Steel Structure Association, by 2025, the processing volume of steel structures is expected to reach 1400 million tons; By 2035, the processing volume of steel structures is expected to reach 200 million tons. This growth is mainly due to the development of infrastructure construction and prefabricated housing construction, as well as the promotion of steel structures. In the future, the steel situation of steel structure is still relatively good.
In terms of steel varieties used in steel structures, they are mainly plates, and medium and heavy plates account for about 60%; The application rate of section steel is relatively low, only about 18%. Because the current trend of infrastructure construction is to use thick-resistant steel, it is expected that thick-resistant steel will also have good prospects in the future. In the next step, the China Steel Structure Association will continue to promote the application of steel, especially high-performance steel, and use steel with higher strength grades, so as to reduce the construction section and reduce the amount of steel.
Wang Huimin, Vice President of China Real Estate Association
Steel and real estate are life and death, and the relationship is very close, and the high-quality development of the real estate industry is inseparable from the development of steel consumption and steel product innovation. In the future, the quality of real estate housing will be upgraded, such as the internal fine decoration of the house, how to combine water, electricity and heating more finely, and make the housing more intelligent, which is inseparable from the important role of informatization, digitalization and molding in the steel industry.
The future quality upgrade of the real estate industry has put forward more and higher requirements for the performance of steel. While the real estate industry and the steel industry are developing towards high quality, they must consider how to use good products to occupy the market through penetration.
Tan Naifen, Deputy Secretary-General of China Shipbuilding Industry Association
In this upward cycle (which began in 2021), the shipbuilding industry has shown the following characteristics: 1. The international market share has increased significantly. Second, the development of the iron and steel industry has promoted the transformation and upgrading of the shipbuilding industry, and the high-tech and high value-added ships have been greatly improved, and 15 of the 18 ship types in China rank first in the world. Third, the localization rate has been increased to 98%. At present, China's shipbuilding and offshore steel, except for a few varieties that cannot be produced in China, have basically achieved localization.
In terms of the future steel use of the ship market, the first orders of mainstream shipyards are basically scheduled to 2027 and 2028, and shipowners have ordered a large number of dual-fuel ships that meet the requirements of green environmental protection to promote the growth of ship demand, based on which it is expected that the marine steel will continue to maintain stable growth in the next 3-4 years, with an annual steel consumption of between 13.5 million and 14.5 million tons.
In terms of the types of steel used in ships, the amount of 304 stainless steel sheets, high-strength and low-temperature steels, and anti-crack plates for large container ships includes nine nickel steel and high-manganese steel.
Luo Yuanyuan, Director of the Information Consultation Department of China Household Electrical Appliances Association
Aside from the cost factor, the home appliance industry has a very strong concern about the steel surface, including appearance and design, which also requires more patterns and styles in the design of color-coated plates or the appearance surface design of household appliances, which can reflect the surface of different materials and help consumers improve their living environment.
The environmental protection requirements are increasing day by day, the requirements for the production line or the carbon footprint of the product itself are relatively high, and the steel used must meet the requirements of the green standard. A large part of household appliances are exported to Europe and the United States, because their demand for green steel is relatively high, if the steel industry can provide better green steel products, and have the corresponding identification or standards to help enterprises make choices, the common development of the industry is a relatively large help.
Wang Qing, Deputy Director of the Industry Development Department of China Photovoltaic Industry Association
In terms of the development trend of the photovoltaic industry, the photovoltaic industry has developed rapidly in the past two years, and the installed capacity of photovoltaic first surpassed wind power, and then surpassed hydropower in March this year, which is currently the second largest form of cumulative installed power supply after coal power. At present, photovoltaic projects are mainly concentrated in deserts, Gobi and wasteland areas, and there are relatively many places in Xinjiang, Qinghai, Gansu and Ningxia. In addition, Shandong and Jiangsu provinces are promoting the construction of offshore photovoltaics.
In terms of the application of steel in the photovoltaic industry, the most is still in centralized power station projects. In the first three quarters of this year, the domestic centralized photovoltaic installed capacity increased by 258% year-on-year, which means that the increase in the application scenarios of steel in the photovoltaic field is very large. However, it should also be noted that the total amount is still relatively small. At present, the demand for steel in the field of brackets is still at the level of one million tons, but with the rapid development of the photovoltaic industry, higher requirements have been put forward for the quality of related steel.
He Jianzhong, chief technical expert of Baotou Steel (Group) Company
In the future, the total demand for steel has basically reached a peak area, the improvement of variety structure and performance, the greening of energy efficiency, or the variety of higher efficiency, the structural adjustment in this regard will be the main theme of the industry in the future, or the main direction.
In terms of ships, there are two main things, namely high-strength chains and oil storage steel for corrosion-resistant oil tanks, and in the new product list of the Ministry of Industry and Information Technology in 2024, 25 years of corrosion resistance has been required. In terms of household appliances, with the promotion of zinc-aluminum products and aluminum-zinc products, there have been relatively large changes in surface quality, corrosion resistance, antibacterial, mildew resistance, intensive production and intelligent production.
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