Three-year action on energy conservation and carbon reduction was launched, and silicon-manganese alloy smelting equipment ushered in a policy dividend window
In June 2026, the National Development and Reform Commission jointly issued the Notice on Carrying out the Three-Year Action of Energy Saving and Carbon Reduction Transformation in Key Industries, listing iron and steel and ferroalloy as key transformation industries, strictly restricting the energy efficiency of ferroalloy kilns, urging the transformation or withdrawal of inefficient production capacity, and vigorously supporting green electricity substitution and production electrification transformation. Superimposing the financial support policy of the Implementation Plan for High-quality Development of Energy-saving Equipment (2026-2028) issued in March 2026, the silicon-manganese alloy smelting equipment industry officially entered the dual opportunity period of policy dividend + technology iteration.
I. Core policy dividend (benefiting the silicon-manganese smelting equipment industry)
1. High-level technical transformation fund subsidy
Energy-saving and carbon-reduction transformation projects that meet the standards can receive financial subsidies according to 20% of the approved total investment, and projects that reach the benchmark level of energy efficiency will be approved first, and they can enjoy supporting tax incentives such as energy-saving equipment and technical transformation. Core equipment such as silicon-manganese ore hot furnace, flexible pole-changing power supply and flue gas waste heat recovery are all included in the support scope of national equipment renewal policy.
2. Double burden reduction of finance + tax
The policy has launched multiple supporting measures to greatly reduce the cost of enterprise equipment renewal: the central bank's 400 billion yuan technical transformation refinancing, with an annualized interest rate of 1.75% and a maximum support of 3 years; The central government provides an annual interest discount of 1.5 percentage points for compliance projects, with a discount period of 2 years; From 2024 to 2027, enterprises purchasing special equipment for energy saving and intelligent transformation can deduct enterprise income tax according to regulations, and if the credit amount is insufficient, it can be carried forward for 5 years; A single unit of equipment within 5 million yuan can be deducted before tax in one time.
3. Clarify the window period of technical transformation, and concentrate the release of equipment demand
2025 version of ferroalloy industry standards has greatly tightened the energy consumption and emission access standards, and the window period of technical transformation of existing production capacity is clear until 2027. Ningxia and other major producing areas have simultaneously introduced local subsidy policies, focusing on supporting core projects such as DC ore heating furnace, flexible pole-changing power supply and energy-saving equipment renewal.
Industry practice has verified that the power consumption of DC ore heating furnace per ton is reduced by 12% compared with that of traditional AC furnace, and the soot emission is far lower than the national standard. Advanced energy-saving equipment has obvious economic and environmental protection advantages, and the market substitution demand is accelerated.
II. Strategic layout direction of enterprises
The next three years are the golden window period for the upgrading of silicon-manganese smelting equipment. Hainan Honghengyuan Metallurgical Equipment Co., Ltd., which is deeply involved in the field of silicon-manganese alloy smelting equipment, seizes policy opportunities and focuses on three core layouts:
1. Green product upgrade : Closely adhere to the rigid standards of kiln energy efficiency, and continue to iterate low-carbon core equipment such as DC ore heating furnace, flexible pole-changing power supply and flue gas waste heat recovery.
2. Intelligent integration of production line: Meet the development requirements of intelligent manufacturing in the industry, and create an integrated solution for intelligent control, energy consumption monitoring and automated operation suitable for silicon-manganese smelting.
3. Full-cycle one-stop service: Meet the technical transformation needs of enterprises with "one enterprise, one policy", provide a complete set of services for single-machine equipment supply and energy-saving transformation of the whole plant, and assist customers to declare central and local special subsidy funds.