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港股異動丨鋼鐵股拉昇 鋼鐵行業碳達峯延後至2030年 產量控制節奏較預期放鬆
格隆匯2月8日丨鋼鐵股拉昇,港股市場重慶鋼鐵漲逾6%,鞍鋼股份漲3.61%;A股市場金嶺礦業漲停,八一鋼鐵和重慶鋼鐵等漲超5%。期貨市場中鋼材類期貨走強,螺紋鋼主力合約漲逾1%,創去年10月以來新高;現貨市場,年後各地螺紋鋼價格均出現上漲,其中北方市場上漲幅度最大。2月7日,工信部、發改委、生態環境部聯合對外發布《促進鋼鐵工業高質量發展的指導意見》。與2020年末發佈的徵求意見稿相比,該文的一大變化是,將鋼鐵行業碳達峯時間線由2025年延至2030年前。同時,還提出要實現80%以上鋼鐵產能完成超低排放改造,噸鋼綜合能耗降低2%以上,水資源消耗強度降低10%以上。在鋼鐵產能方面,該意見明確嚴禁新增鋼鐵產能,堅決遏制鋼鐵冶煉項目盲目建設,嚴格落實產能置換、項目備案、環評、排污許可、能評等法律法規、政策規定。另在企業兼併重組方面,提出要在不鏽鋼、特殊鋼、無縫鋼管、鑄管等領域分別培育1~2家專業化領航企業。

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