Kev hloov pauv ntawm "nplai nthuav tawm" rau "ua tau zoo leap", 2025 lub teeb steel qauv kev lag luam kev lag luam hauv-qhov kev tshawb fawb kev lag luam

Lub teeb Steel qauv kev lag luam yog kev lag luam uas siv cov qauv tsim qauv los ntawm kev tsim kho tus kheej, nrog rau kev tsim kho tus kheej, nrog cov seismic tsis zoo thiab tsim kho kom ceev.

I. Kev Lag Luam Kev Lag Luam thiab Macro Ib puag ncig
1. Cov Neeg Tsav Tsheb thiab Cov Neeg Tsav Tsheb
Tsav los ntawm "ob chav carbon" phiaj thiab ntsuab tsim qauv hlau tau npaj rau hauv cov kev txhim kho vim nws cov yam ntxwv tsawg. 2025 txoj cai tsom rau cov tuam tsev sib koom ua ke, thiab lub teeb hlau, raws li cov khoom siv tseem ceeb, yuav txuas ntxiv nce cov lag luam kev ua lag luam.
Nyob rau hauv cov nqe lus ntawm kev lag luam ib puag ncig, hauv 2025, rov qab los ntawm cov txhab hluav taws xob nqis peev thiab cov neeg siv hluav taws xob ncaj qha rau cov thawv hlau hauv thaj teb thiab cov tsev pej xeem.
2. Technology Kev Tsim Kho Kev Loj Hlob
Cov thev naus laus zis tseem ceeb suav nrog Bim digital tsim thiab kev tshawb nrhiav kev txhim kho thiab hauv 2025, kev ua yeeb yam zoo thiab kev ua haujlwm zoo.
Ii. Muab thiab xav tshuaj xyuas
1. Khoom Siv-Sab
Lub peev xwm nthuav dav: Tus naj npawb ntawm lub teeb steel qhauj mus txog 12, 000}} Nyob rau hauv 2024, lub taub hau ntawm lub lag luam muaj peev xwm ntau dua 30%, kev lag luam concentration CR5 yog 42%.
Tus Nqi Them: Tus nqi hlau them nyiaj rau 60% -70% ntawm tag nrho cov nqi hlau, tus nqi steel (± 8%) muaj kev cuam tshuam tseem ceeb rau cov txiaj ntsig.
2. Xav tau sab
Kev Lag Luam Loj: 2024 lub teeb ua lag luam Yuans Yuan, cia siab tias yuav muaj feem ntau (52%), ua raws li cov ntaub ntawv ua haujlwm (28%).
Cov cheeb tsam sib txawv: Tuam Tshoj Tebchaws Meskas tau suav tias muaj txiaj ntsig zoo (Asmeskas Cov Nyiaj Txiag
3. Cov khoom siv-kev thov nyiaj thiab cov ntsiab lus mob
2024 Kev lag luam muaj peev xwm siv tau ntawm kwv yees li 75%, muaj cov khoom lag luam nyhav (xws li lub tsho me me), tab sis high-span venues nrog cov khoom) tseem yuav tsum tau import.
Cov mob tseem ceeb yog tias cov chaw lag luam me thiab nruab nrab yog lag

III, cov kev lag luam saw hlau qauv
1. Txhawb cov khoom siv raw thiab khoom siv
Steel Profiles: 2024 Cov Khoom Siv Ntawm 120 lab, tab sis tus kheej tus kheej tus kheej cov hlau (q390 thiab saum toj no) tsuas yog 60%, Baowu, Shagang yog lub chaw muag khoom tseem ceeb.
Cov Khoom Siv Ntau Lawm: Laser tej tshuab, cov neeg ntse welding cov neeg hlau nkag mus rau hauv lub teb chaws los ntawm kev nrawm) tseem suav nrog 70% ntawm kev ua lag luam siab.
2. Midstream chaw tsim khoom & segmentation
Cov teeb lub teeb steel: 52% sib faib hauv 2024, cov cai them nyiaj tsav tsheb nyob deb nroog tsim kev lag luam kev ua lag luam (25% CANT).
Muaj Chaw Cia: E-offeristics expansion tsav tsheb thov, 2025 kev lag luam loj yuav tsum tau tshaj li ntawm 130 billion Yuan.
Cov qauv sib tw: lub taub hau ntawm cov lag luam (jinggong steel qauv, nyob rau sab hnub tuaj network) los ntawm EPC hom kev sib xyaw ua ke ntawm cov saw hlau, EPC Project nyiaj tau los rau 35% hauv 2024.
3. Cov ntawv thov hauv qab thiab cov chaw
Cov Cheeb Tsam Tsaus: Cov tsev ua haujlwm (tsev kawm ntawv, tsev kho mob) suav rau 30%, Seismic xav tau-tsav lub teeb yuag sib hloov.
Tawm teb: Modular cov ntaub ntawv chaw, tshiab Zog carport thiab lwm yam scenes thov kev ua lag luam kev loj hlob yuav tsum tau tshaj 20%.
IV. Kev tsim kho yav tom ntej
1. Kev Ua Lag Luam Outlook
{{0 {0}} kev lag luam CAg yuav tsum tau tswj 10%}}}}
2. Technology Qhia
Kev txawj ntse: AI tsim kho kom zoo thiab iot siv kev soj ntsuam system tau nrov, thiab lub nkag mus rau lub Hoobkas ntse yuav mus txog 30% hauv 2025.
Cov Khoom Siv Innovation: xyoob hlau sib xyaw, nano-txheej-txheej thev naus laus zis mus rau theem sim, tus nqi poob yuav dhau los ua cov tseem ceeb.
3. Kev nqis peev thiab pheej hmoo
Peev Hotspots: Kev tsim kho ntawm cov chaw ua si hauv Central thiab Western Suav, Kev nqis peev hauv Nroog (peev nyiaj hauv 2025 yuav tsum tau tshaj 2 trillion Yuan).
Cov kev pheej hmoo: Cov khoom siv raw kev hloov pauv, kev kho vaj tsev av kho thiab thev naus laus zis kev pheej hmoo (xws li 3D Printing
Xaus: Lub teeb Steel qauv kev lag luam yog nyob rau hauv lub sijhawm tseem ceeb ntawm kev hloov pauv ntawm "kev txawj ntse" kom muaj kev txawj ntse, kev sib tw yuav dhau los ua qhov kev taw qhia tseem ceeb. Txawm hais tias muaj cov kev sib tw ntawm cov khoom nyoos tus nqi, kev ua kom zoo dua ntawm cov khoom siv sib xyaw ua ke ntawm kev sib koom tes hauv lub zog thoob ntiaj teb muaj peev xwm sib koom tes. Yav tom ntej, kev lag luam nrog kev muaj peev xwm ntawm tag nrho cov saw kev sib tw yuav ua tus thawj coj ua kev sib tw, thiab txhawb nqa lub nroog steel qauv kom dhau los ua tus tseem ceeb ntawm lub tsev ntsuab thiab ntse nroog.