节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
路透社消息，南非国家电力公司Eskom于周一披露，南非政府正研究出台铬铁产业扶持方案，以缓解行业运营压力。同日Eskom宣布，已与萨曼可铬矿（Samancor Chrome）及嘉能可—梅拉菲铬业合资企业（Glencore-Merafe Chrome Venture）签署战略合作谅解备忘录。该备忘录是上周五与南非电力与能源部长及工会代表开展建设性磋商后达成的共识，为铬铁企业提供针对性政策支持奠定基础。
萨曼可铬矿与嘉能可—梅拉菲铬业合资企业此前透露，受电力成本高企等因素挤压盈利空间，已启...
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