鋼鐵Steel
市場空間與需求Market Size & Demand
受大規模住房計劃(如 AADL3)和鐵路、公路等基建投資驅動,2026 年國內鋼材需求預計達 420–460 萬噸,進口依賴度已從 2021 年的 35% 降至 2025 年的約 16%。 建築用長材和線材需求佔主導,板材、鍍鋅板等高端產品需求隨汽車、家電產業發展快速上升。
Driven by large-scale housing programs (e.g. AADL3) and rail/road infrastructure investment, domestic steel demand is estimated at 4.2–4.6 million tonnes in 2026, with import dependence falling from 35% in 2021 to around 16% in 2025. Long products and wire rod for construction dominate, while demand for sheets and galvanized products is rising rapidly alongside the auto and home-appliance sectors.
本地供給能力與產能Local Supply & Capacity
已形成以 Tosyalı(奧蘭)、阿爾及利亞 - 卡塔爾鋼鐵公司 AQS(吉傑勒)等為核心的電爐 + 軋鋼集群,粗鋼產能合計約 700 萬噸/年以上,2024–2025 年新增多套 EAF 和熱軋產線。 Tosyalı 規劃總產能可達 800–850 萬噸,AQS 擬擴至 400 萬噸,產品從螺紋鋼、線材拓展至熱軋/冷軋板、鍍鋅板等。 國家通過 30% 基礎關稅等保護政策保障本土銷售。
An electric-arc furnace and rolling cluster centered on Tosyalı (Oran) and the Algeria–Qatar Steel Company AQS (Jijel) has emerged, with combined crude steel capacity of over 7 million tonnes per year and multiple new EAF and hot-rolling lines added in 2024–2025. Tosyalı plans total capacity of 8–8.5 million tonnes and AQS aims to expand to 4 million tonnes, extending product ranges from rebar and wire rod to hot/cold-rolled and galvanized sheets. The state supports local sales through protectionist measures such as a 30% base tariff.
工業發展階段Industrial Development Stage
正從“高度進口依賴”快速轉向“基本自給並具備區域出口能力”的階段,部分企業已實現長材完全自給並開始出口。 產業處於產能擴張 + 產品結構升級期,由單一建築鋼向汽車板、家電板、鍍鋅板等高附加值產品延伸,但仍面臨原料(鐵礦石、廢鋼)保障、能源成本和國際反傾銷等挑戰。
The sector is rapidly shifting from “high import dependence” to “basic self-sufficiency with regional export capability,” with some players already fully self-sufficient in long products and beginning to export. The industry is in a phase of capacity expansion and product upgrading, moving from single-purpose construction steel to higher-value auto sheets, appliance sheets, and galvanized products, though challenges remain in raw-material security (iron ore, scrap), energy costs, and international anti-dumping measures.



