节点：下游（终端消费/应用）位置：下游情绪：利好参考度：5/10
蒂森克虏伯因进口重塑市场而闲置欧洲产能。进口量攀升迫使蒂森克虏伯闲置其欧洲产能，扰乱了当地电工钢生产。受此影响，蒂森克虏伯欧洲钢铁计划临时关闭其盖尔森基兴和伊斯贝格工厂，与此同时，伊斯贝格工厂将于明年1月起以半数产能运营至少四个月。管理层将此决策归因于来自亚洲的低价进口产品增加，因此欧洲本土生产目前难以与低于成本的进口定价竞争。
进口压力冲击取向电工钢。欧洲市场的取向电工钢面临巨大压力，自2022年以来进口量增长两倍，今年又上升50%，导致客户订单..
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