节点：上游（原材料/资源端）位置：上游情绪：利好参考度：6/10


7月18日，国新办0030;行新闻发布会介绍2025年上半年工业和信息化发展情况。工信部总工程师透露，将实施新一轮钢铁、有色金属等十大重点行业稳增长工作方案，推动调结构、优供给、淘汰落后产能，方案近期发布。

上半年规上工业增加值同比增长6.4%，保持平稳运行。今年通过落实政策，协同各地在多方面加大力度，发挥工业优势实现增长。一季度和二季度规上工业增加值同比分别增长6.5%和6.3%。重点行业支撑作用明显，装备和高技术制造业..

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