The Heating Season Is Getting Deeper, Can The Lump Ore Market Continue?

With the gradual deepening of the heating season in Tangshan this year, the Tangshan Municipal Government once again issued the "Autumn and Winter Air Quality Guarantee Plan for Tangshan City 2020-2021" (hereinafter referred to as the "Plan") on November 3. The published "Daily Emission Reduction Measures for Industrial Enterprises in the Autumn and Winter of 2020-2021 in Tangshan City" is more three-dimensional, and has more detailed and clear restrictions on the production of equipment such as steel mill blast furnaces and sintering machines. As of November 20, according to Mysteel's continuous tracking of steel plants in Tangshan area, it can be seen that this policy has limited impact on the actual addition of blast furnaces and sintering machines in steel plants. This article aims to analyze from two angles of steel plant operating rate and material consumption.