The Potential of Environmentally Friendly Products Under Policy Dividends

With the in-depth implementation of the "Steel Industry Standard Conditions (2025 Edition)," environmental policies have become a powerful driving force for reshaping the industry landscape. This presents both challenges and opportunities for refractory material companies.

Impact of Environmental Policies: Mandatory energy efficiency benchmarks are forcing companies to eliminate kilns with energy efficiency below the benchmark level. By the end of 2025, the proportion of production capacity above the industry's energy efficiency benchmark level has increased to 30%.

Market Potential Analysis:

1.Energy-Saving Lining Market: With adjustments to industrial electricity prices, the investment payback period for energy-saving refractory materials for steel mills and cement plants is shortening, and market demand will maintain a compound annual growth rate of over 15%.

2.Carbon Footprint Services: Companies that can provide "product + carbon reduction solutions" will gain higher pricing power.

3.Green Export Opportunities: For the EU's CBAM (Carbon Border Adjustment Mechanism), Chinese refractory products with low-carbon certification will be more competitive in the international market.