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4月15日,南京钢铁股份有限公司(以下简称“南钢”)召开2025年南钢汽车钢专题客户座谈会,来自全国各地的企业家、客户代表等业界精英齐聚一堂,共叙深厚情谊,共话合作赋能,共谋产业发展,共探美好未来。

会议特邀中国汽车工业协会副秘书长陈士华作《中国汽车工业运行情况及2025年预测》主题分享。银河期货有限公司首席宏观分析师王鹏作《2025宏观局势分析与展望》主题分享,华为云EI智能驾驶和工业领域产品总监黄清成作《“华为云八爪鱼”自动驾驶云服务》主题分享。南钢党委书记、董事长黄一新,南钢常务副总裁徐晓春出席会议。

近年来,南钢以主业“精特”筑牢品牌根基,依靠数字化转型锻造核心优势,凭借绿色低碳建设,树立环保典范,已发展成为国际一流的中厚板和特钢长材精品基地、复合材料基地。汽车钢作为南钢特钢领域的战略主攻方向,聚焦高附加值、绿色低碳、全球化发展战略,形成了涵盖动力系统、传动系统、底盘系统、安全系统等产品体系。依托联合研发中心、EVI及产业链协同创新等模式,持续推进关键共性技术与“卡脖子”难题攻关,成功研发了50余个第四代高强曲轴用非调质钢、免时效弹簧钢等新产品。高标齿轮钢、冷镦钢在多个知名厂商实现了从0到1的突破;轮毂轴承钢、帘线钢、特带用钢成功应用于轻量化、长寿命、低碳化等新工艺路线,有力支撑了汽车产业转型升级的发展需求。

陈士华在报告中介绍了当前汽车工业经济运行情况。他表示,2025年政策支持(新能源免税、设备更新等)推动新能源车和智能驾驶发展,出口仍是重要增长点。但面临多重挑战,国际贸易环境恶化、国内需求疲软、行业价格战激烈、“公转铁”政策影响商用车需求。尽管中国品牌竞争力提升,行业整合加速,但仍需应对外部压力和内部转型挑战。

黄一新对各位嘉宾的智慧分享与真诚建议致以感谢。他指出,本次的讨论不仅加深了南钢对行业趋势的理解,更坚定了南钢与大家携手共进的信心。

黄一新从三个维度总结本次会议的共识与方向:

一是拥抱变革,以开放姿态迎接产业新浪潮。全球汽车产业正经历百年未有之大变局。当前,全球汽车产业正经历深刻变革,轻量化、电动化、智能化成为发展方向,对特殊钢材料的性能、成本、环保性提出了更高要求。与此同时,产业链上下游协同不足、技术标准迭代加速、国际竞争加剧等问题也亟待突破。作为钢铁企业,深知责任重大。通过本次座谈,南钢进一步明确了客户核心需求,这些将是南钢未来技术攻关和服务优化的重点方向。

二是深化融合,以技术突破赋能产业链升级。汽车用特殊钢的高质量发展,离不开产业链的深度融合。在“材料—工艺—应用”全链条协同创新中,需要与合作伙伴携手攻克多项行业难题,以实现关键领域技术领跑。未来,南钢将进一步推动资源、标准和价值三大融合行动。

三是共同发展,构建可持续产业生态共同体。南钢汽车特殊钢的进步,从来不是单一企业的独角戏,而是产业链上下游携手共进的交响乐。南钢始终以客户为中心,为客户创造价值,实现了从“供需关系”到“命运共同体”的转变。与客户建立联合研发中心,共同攻克新能源带来的技术瓶颈。充分发挥南钢“短周期敏捷交付模式”能力,不断提高产业链的效能。希望大家打破壁垒、汇聚合力,共同铸就一个更高效、更绿色、更智慧的汽车用钢新时代。

徐晓春对大家的到来表示欢迎,向长期以来关心、支持、帮助南钢发展的各位行业专家、企业领导、合作伙伴表示最衷心的感谢。他指出,在座各位专家、领导坚持战略统筹和产业链协同,见证、推动了汽车行业从追赶到引领的历史性跨越,为我国实现制造强国战略目标汇聚了磅礴力量。过去一年,变化的是外部压力加大、内部挑战增多等复杂严峻形势,不变的是南钢“高智绿融合发展”的战略定力和“以客户为中心”的价值追求。本次大会诚邀行业知名专家与企业精英,分享南钢特钢经营及“双碳”研究成果,展望宏观经济走势与机遇,研讨汽车工业发展的新理念、新路径。未来,南钢将始终秉承以客户需求为导向,持续在增强、做厚客户界面服务模式创新上下功夫,强化产品技术的迭代研发和国产化替代,致力于为大家提供更精准、定制化的汽车用钢解决方案。期待与大家继续开启更深层次的价值对话、更广领域的协同合作,以奔跑之姿拥抱改革浪潮、融合向新智慧,在推进汽车产业高质量发展征途中作出新的更大贡献。

王鹏围绕美国经济展望与“对等关税”影响、2025年全国两会政策重点,从数据测算看政策力度和方向、中国经济展望等方面作了宏观经济分享。他表示,2025年中国经济以高质量发展为核心,通过扩张性财政政策和结构性货币政策,重点推动消费升级、新质生产力和绿色转型。随着政策力度持续加大,需完善消费刺激政策以应对外部风险,确保经济平稳运行。

黄清成表示,华为自动驾驶云服务,与华为MDC智能驾驶计算平台、智能驾驶OS一起,共同组成了车云协同的智能驾驶平台,可以有效帮助车企和研发者快速开发出自动驾驶应用,助力自动驾驶快速商用落地。“华为八爪鱼”是一个按需获取的全栈云平台,服务覆盖自动驾驶数据、模型、训练、仿真、标注等全生命周期业务。未来,华为将携手更多的车企、开发者和检测机构等,加速智能驾驶快速商用,共同迈向智能网联汽车新时代。

会上,南钢特钢事业部作主题报告,南钢产业发展研究院作《低碳共筑钢铁新生态产业链绿色转型的协同创新与价值迭代》主题报告。座谈交流环节,与会嘉宾纷纷畅所欲言,从自身角度出发,为未来合作建言献策。大家纷纷表示,本次交流充分体现了南钢以客户需求为导向的经营理念。此次座谈会不仅增进了彼此之间的了解与信任,更为未来的产业合作注入了新的动力。针对大家提出的意见和建议,南钢将认真听取并积极改进。同时,南钢也呼吁客户紧跟企业发展步伐,共同实现品种结构的转型升级,拓展特钢产品、特色产品的市场空间。

曹春燕戴诚乔峤曹政

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