节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
根据全球能源监测机构（GEM）发布的第六份钢铁行业年度报告，对煤基炼钢的持续投资正威胁着全球钢铁行业向低排放生产路径的转型。报告指出，对高炉项目和炉衬更换活动的大规模投资继续超过老旧煤基设施的计划退役量。
煤基高炉产能持续扩张。GEM报告显示，全球已宣布或正在建设的煤基高炉产能达每年3.19亿吨，较上年增长5%。此外，约8000万吨高炉产能与旨在延长现有设施运营寿命的炉衬更换项目相关。报告指出，已宣布的退役计划仅涉及当前运营的1.41亿吨高炉产能。因此，预计到2035年，全球高炉产能净增8800万吨，凸显煤密集型炼钢技术的持续主导地位。
钢铁行业仍是主要排放源。据GEM称，钢铁行业约88%的排放来自煤基生产路径。钢铁行业本身约占全球碳排放的11%，凸显其在全球脱碳工作中的重要性。
低排放技术进展缓慢。报...
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