I. Txoj Cai Keeb Kwm: Plaub theem ntawm Evolution los ntawm "Counter-Cyclical Adjustment" mus rau "Strategic Proactive Management"
Tuam Tshoj txoj kev siv ntawm kev tswj xyuas daim ntawv tso cai xa tawm ntawm cov khoom steel tsis yog qhov tsis tau muaj dua. Nws txoj cai evolution kom meej meej qhia ib tug kauv trajectory ntawm "kev siv -tso tseg-kev ua kom zoo dua-re- kev siv", nrog rau txhua txoj cai hloov pauv xav txog kev lag luam macroeconomic logic thiab kev lag luam kev xav txog ntawm nws lub sijhawm tshwj xeeb.
| Theem | Sijhawm | Cov ntsiab lus ntawm txoj cai | Lub Hom Phiaj Core |
|---|---|---|---|
| Kev ua thawj zaug | Tsib Hlis 2007 | Tshaj Tawm Tsis Tau. 41: Kev tswj xyuas daim ntawv tso cai xa tawm ntawm 83 steel HS cov lej | Tiv thaiv kev xa tawm ntau dhau, xyuas kom cov khoom siv hauv tsev |
| Kev rho tawm | Lub Ib Hlis 2009 | Daim ntawv tshaj tawm Tsis yog. 100: Tshem tawm ntawm kev tswj xyuas daim ntawv tso cai xa tawm ntawm cov khoom hlau thiab steel | Txhawb kev loj hlob thiab kev xa tawm hauv kev teb rau lub ntiaj teb kev kub ntxhov nyiaj txiag |
| Txheej txheem optimization | 2019 | Tsab Cai No. 1 cov txheej txheem tso cai yooj yim; Daim ntawv tshaj tawm Tsis yog. 64 txhawb nqa daim ntawv tsis pub dhau kev lis kev cai | Txhim kho kev lag luam yooj yim |
| Re-Kev nqis tes ua | Kaum Ob Hlis 2025 | Tshaj Tawm Tsis Tau. 79: Kev tswj xyuas daim ntawv tso cai xa tawm ntawm 268 steel HS cov lej | Xyuas kom cov khoom siv, txhim kho cov qauv, ua ntej ntsuab thiab qis -carbon kev loj hlob |
Evolution ntawm Txoj Cai Logic: Keeb kwm trajectory qhia tias steel export daim ntawv tso cai tswj tau hloov zuj zus los ntawm ib tug thaum ntxovcounter-cryclical adjustment tool(cuam tshuam kev xa tawm thaum lub sij hawm overheated, relaxing tswj thaum lub sij hawm kev lag luam downturns) rau hauv atswv yim proactive tswj ntsuasnyob rau hauv lub tshiab txoj kev loj hlob paradigm. Qhov kev rov ua dua no yog - kev ua tiav yog qhov tseem ceeb ntawm ntau yam tam sim no - suav nrog kev txhim kho kev lag luam, kev ruaj ntseg cov peev txheej, "Dual Carbon" lub tswv yim, thiab kev txhim kho kev lag luam kev lag luam- kos npe rau tshooj tshiab hauv Tuam Tshoj txoj kev lag luam steel kev tswj hwm.
II. Cov ntsiab lus tseem ceeb ntawm 2025 Tshaj Tawm No. 79
(I) Kev Pabcuam Scope: Precise Full -Industry-Chain Coverage
268 HS codes coj los rau hauv kev tswj hwm qhia txog tus yam ntxwv ntawm "puv -cov saw txuas los ntawm cov khoom siv raw mus rau cov khoom tiav, nrog rau qhov tseem ceeb ntawm ntau yam tseem ceeb":
Raw Materials & Primary Products (Code 1–25): Tsis yog- alloy npuag hlau, daim txhuam cev hlau, cov khoom siv hlau rov siv dua, steel seem, hlau hmoov, thiab lwm yam, tsom rau kev ruaj ntseg thiab kev siv ncig;
Hlau Billets (Code 26–32): Rectangular cross-section billets, nruam casting slabs, thiab lwm yam., curbing tus surge nyob rau hauv qis tus nqi- ntxiv semi- cov khoom tiav exports;
Kub-Rolled (Code 33–56)thiabTxias-Cov Khoom Rolled (Code 57–71): Ntau yam kev qhia tshwj xeeb ntawm cov khoom siv phaj, tswj cov khoom xa tawm ntawm lub zog siab -cov khoom siv;
Cov Khoom Coated (Code 72–78): Tin-plated, galvanized, thiab lead-plated nplooj ntawv, hais txog kev lag luam kev sib txhuam thiab stabilizing export xaj;
Tshooj Hlau & Hlau Yeeb Nkab (Code 113–121, 260–268): H-beams, siab- kub siab- bearing seamless kav, thiab lwm yam.,khaws cia cov khoom xa tawm rau siab - khoom kawg.
(II) Txoj Cai Tseem Ceeb
Precise Management dua li kev tswj hwm: Cov lej tswj hwm suav txog kwv yees li 30% ntawm tag nrho cov hlau -txog HS cov lej, cuam tshuam txog "tsom rau qhov tseem ceeb thaum tso tawm me me ntau yam, tswj ntim thaum txhim kho kom zoo"txoj kev mus kom ze rau kev tswj hwm;
Lub Hom Phiaj Qhia Kom Paub meej: Txoj cai ob leeg txwv kev xa tawm ntawm tus nqi qis- ntxiv cov khoom lag luam xws li billets thiab khaws cov channel rau siab- cov khoom kawg, coj cov qauv xa tawm kom hloov ntawm "scale expansion" mus rau "kev txhim kho zoo."
III. Kev hloov pauv kev ua lag luam nyob rau rau lub hlis dhau los: Kev hloov kho sib sib zog nqus hla tsib qhov loj me
Txij li thaum tshaj tawm rau lub Kaum Ob Hlis 12, 2025, txoj cai cuam tshuam tau tshwm sim sai heev hauv kev lag luam hauv tsev thiab thoob ntiaj teb, tshwm sim feem ntau hauv cov kev hloov pauv hauv qab no:
Ntse Volume Contraction: Nyob rau lub Ib Hlis 2026, steel exports poob los ntawm kwv yees li45%–55%lub hli- ntawm- hli piv rau lub Kaum Ob Hlis 2025. Qee cov tub luam me thiab nruab nrab- cov tub lag luam loj raug yuam kom ncua kev ua haujlwm vim muaj kev ncua sij hawm ntawm daim ntawv tso cai;
Intensified Structural Divergence: Exports ntawm billets thiab cov khoom tseem ceebmus zero; coated cov khoom raug kev txom nyem loj tshaj plaws; siab- cov khoom siv hlau kawg (xws li siab - kub siab- cov kav dej seamless thiab cov hlau tshwj xeeb) khaws cia ruaj khov xa tawm;
Daim ntawv tso cai thov Bottleneck: Cov ntawv thov tshwj xeeb coj los tshuaj xyuas cov ntaub ntawv rov qab hauv qee thaj tsam. Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tau maj nrawm kho cov kab ke thiab xav kom cov tub ceev xwm ua lag luam hauv zosua kom yooj yim cov txheej txheem thiab ceev cov kev tshuaj xyuas.
"Mus Ntiaj Teb" raws li Txoj Cai Tshiab: Txhawm rau hla kev tswj xyuas daim ntawv tso cai, kev sib tw steel tuam txhab tau ua kom muaj peev xwm koom tes ua haujlwm hauv Southeast Asia, Middle East, thiab Africa, txhim kho Tuam Tshoj cov hlau "mus thoob ntiaj teb" qauv los ntawmcov khoom exportrau "peev + technology + qauv"export.
IV. Ntev- Lub Sij Hawm Ua Si: Hloov kho yav tom ntej ntawm Tuam Tshoj txoj kev lag luam hlau hla peb qhov ntev
Short Term (hauv 1 xyoos): Kev siv txoj cai yuav siv tau, cov khoom xa tawm rov qab mus rau theem tsim nyog, thiab cov khoom siv hauv tsev - qhov kev thov sib npaug tau ua tiav;
Lub Sijhawm Nruab Nrab (2-3 xyoos): Kev lag luam concentration nce, ntsuab thiab qis - carbon transformation nrawm, thiab cov saw hlau txuas mus rau siab - kawg ntu;
Lub Sij Hawm Ntev (3-5 xyoos): Tus qauv ntawm kev hloov pauv ntawm "steel giant" mus rau "steel power" yog tsim los tsim, thiab Tuam Tshoj yuav ua lub luag haujlwm ntau dua hauv kev tswj hwm steel thoob ntiaj teb.
