节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:5/10


中国工业和信息化部发布钢铁行业产能置换实施办法。据此,全国炼铁、炼钢产能置换比例均不低于1.5:1(此前全国除重污染企业外多数钢厂为1.25:1),而涉及并购重组的产能置换比例提高至不低于1.25:1。同时,中国将逐步取消不同企业间的产能置换。

不同企业间的产能置换设置两年过渡期。过渡期后,产能转移只能通过实质性并购重组实现。此外,将规范不锈钢ļ..

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