节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:5/10


中国钢铁行业排放与能源消耗上升
中国钢铁工业协会(CISA)为代表的中国钢铁行业,在2025年7月排放量同比增长20.8%。这一显著增长与全行业总能源消耗仅0.1%的小幅增长形成对比。尽管排放增加,但废气中的二氧化硫、颗粒物和氮氧化物分别下降了13.1%、1.5%和12.1%,表明空气污染控制措施有所改善。每吨钢材的电力消耗增长了1.2%,尽管每吨总体能源消耗略有下降0.5%。

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排放增长与生产方式转变密切相关。相对于电弧炉的使用,高炉活动增加,导致二氧化碳排放量上升,尽管钢铁总产量略有下降。然而,该行业清洁能源产量增长近50%,风能和太阳能分别激增1300%和48.9%。此外,每吨钢材的用水量下降了3.1%,反映了用水效率的提高。炉渣和可燃气体的再利用率仍然高得惊人,超过98%,突显了在炼钢过程中为提高可持续性所做的持续努力。

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