位置：中游情绪：中性参考度：1/10
碳边境调节机制对中国钢材在欧洲竞争力的影响
碳边境调节机制（CBAM）将于2026年消除中国钢材在欧洲的价格优势。静哲环境与气候的刘静哲预测，中国热轧卷板（HRC）的碳成本将每吨增加约65欧元，这反映出其直接排放量超过欧盟每吨钢材1.494吨二氧化碳的基准值。与此同时，欧洲买家将面临更高进口成本，降低对低成本中国钢材的需求，重塑市场格局。
印度钢材出口因每吨排放量较高，成本增幅达每吨85欧元，更为显著。相比之下，采用电弧炉的土耳其钢材生产商仅需承担每吨12欧元额外成本，使其进口产品在欧洲更具竞争力。因此，CBA...
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