位置：中游情绪：利空参考度：5/10
瑞士矿业集团嘉能可（Glencore）宣布将于2026年2月重启其位于南非的Lion铬铁冶炼厂。该冶炼厂年产能达72万吨，重启后将成为嘉能可与当地合作伙伴Merafe旗下唯一运营的铬铁生产设施。此前，受欧洲钢铁需求疲软、中国低成本铬铁产品竞争及南非高额电价等因素影响，嘉能可已关闭了Boshoek和Wonderkop两座铬铁冶炼厂。此次重启的契机是南非政府针对工业用户提出的电价调整方案，但Merafe方面强调，冶炼厂的长期可持续性仍依赖于电价改革的最终敲定。
目前，约1200至1400名工人已收到裁员通知，若未能与相关部门达成解决方案，这些通知将具有约束力。南非铬铁行业正面临更广泛的挑战..
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