节点:下游(终端消费/应用)位置:下游情绪:利好参考度:4/10


品牌建设是企业全价值链协同体系,中国钢铁已实现从量变到质变跨越,进入质量与品牌并重新阶段。范铁军指出,中国钢铁品牌建设积累坚实基础,规模上自1996年粗钢产量破亿吨持续领跑全球30年;高端突破方面,南钢、太钢、鞍钢等关键材料实现国产化,70家企业88个产品入选国家级制造业单项冠军;绿色转型中,超200家钢企获评绿色工厂,117家入选能效标杆培育名单,289家完成超低排放改造,涉及产能超全国80%。

范铁军认为行业品牌建设存在四点不足。一是品牌同质化突出,企业仍聚焦规格、性能、价格,话语体系单一,行业外认知存在偏差,导致难以建立品牌溢价,竞争沦为价格比拼。二是品牌价值链地位待提升,高端材料虽国产化却嵌入终端品牌供应链,企业获订单未收获品牌溢价和用户认同。三是数字化赋能不足,数据孤岛贯通、商业模式创新、高价值大模型应用等赋能品牌价值提升仍是待解难题。四是全球化品牌形象需加强,ESG价值观输出声音不够响亮,叙事能力有待提高。

针对短板,范铁军提出六点建议。一是强化战略引领,推动品牌高端化,将品牌战略置于公司整体战略核心,聚焦新能源汽车用钢、超高强海工钢等细ň..

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