路透社查阅的一份官方文件显示，中国将在2025年至2026年期间降低钢铁产量。这家全球最大的钢铁制造商在3月份承诺重组其庞大的钢铁行业，但隐瞒了裁员规模和时间的细节。官方数据显示，今年前七个月粗钢产量同比下降3.1%，至5.9447亿吨。计划中的限制措施与北京到2030年达到碳排放峰值的目标相一致，并解决长期以来给全球市场带来压力的长期产能过剩问题。随着地方政府优先考虑增长，过去对生产纪律的尝试往往失败。与此同时，中国房地产行业需求放缓已经抑制了消费，令人怀疑削减是否反映了政策驱动或基本面疲软。尽管如此，随着印度和东南亚扩大基础设施主导的需求，中国供应的收紧可能会支撑全球钢铁价格。

China will push to lower steel production between 2025 and 2026, according to an official document reviewed by Reuters. The world’s largest steelmaker pledged in March to restructure its giant industry, but withheld details on the scale and timing of reductions. Official data showed crude steel output fell 3.1% in the first seven months of this year from a year earlier to 594.47 million tonnes. The planned curbs align with Beijing’s goal of peaking carbon emissions by 2030 and tackling chronic overcapacity that has long pressured global markets. Past attempts at production discipline have often faltered as local governments prioritized growth. At the same time, slowing demand from China’s property sector has already curbed consumption, raising doubts on whether cuts reflect policy drive or weaker fundamentals. Still, tighter Chinese supply could lend support to global steel prices as India and Southeast Asia expand infrastructure-led demand.