节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
印度联合工厂委员会（JPC）最新临时统计数据显示，2025年11月印度粗钢产量录得1384万吨，同比大幅增长11.8%，延续本年度以来的增长态势。与粗钢产量增长形成呼应的是下游成品钢材领域的强劲表现，当月印度成品钢产量为1324万吨，同比增幅进一步扩大至13.5%。
该增速高于粗钢产量，反映出印度钢铁行业上下游供需..
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