节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
南非矿业委员会声明，铬矿生产商（含原生铬矿开采商及铂族金属矿伴生铬矿生产商）与综合生产商（集铬矿开采与ferrochrome生产于一体，由铁合金生产商协会FAPA代表）一致认为，重启闲置冶炼厂的首要干预措施为提供具有全球竞争力的电价。行业需协同保护ferrochrome及铁合金产业，持续为矿产资源赋附加值，支持国内制造业发展。除电价外，其他干预措施需兼顾公平性，助力提升铬矿开采与ferrochrome选矿加工产业竞争力。
双方明确，铬矿价格与供应非冶炼厂关闭或停产主因，2008年以来电价上涨超900%致国内冶炼厂丧失竞争力且无利可图。若不解决电费负担，贸易手段（如铬矿出口税或配额制）无法恢复冶炼厂实质盈利能力，故反对近期征Ɣ..
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