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一、“去产能”时代到来2016年1月22日,国务院常务会议确定了进一步化解钢铁煤炭行业过生产能的措施,会议提出通过搬迁改造等主动退出产能。在近几年淘汰落后钢铁产能9000多万吨的基础上,再压减粗钢产能1—1.5亿吨。这是政府部门对中国钢铁工业去产能目标的基本预期,也是政策层面对淘汰落后首次提出亿吨级的目标,凸显了钢铁行业产能过剩的困境。的确,2015年,特别是下半年以来,钢铁企
First, “to capacity ” era On January 22, 2016, the State Council executive meeting identified further measures to resolve the over-production capacity of steel and coal industry, the meeting proposed through the relocation and transformation and other active withdrawal of production capacity. On the basis of phasing out more than 90 million tons of backward steel capacity in recent years, it will reduce the output of crude steel by 1 to 150 million tons. This is the basic expectation of government departments on the capacity-building target of China’s iron and steel industry. It is also the first time that the policy level proposes a 100-million-ton target for the elimination of backwardness, highlighting the plight of overcapacity in the steel industry. Indeed, in 2015, especially since the second half, the iron and steel enterprises