节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10
德国钢铁制造商萨尔茨吉特表示，有意在特定条件下继续运营其位于杜伊斯堡的合资钢厂胡滕克虏伯曼内斯曼（HKM），但若其他股东退出，该厂规模将不可避免地缩减。HKM目前由蒂森克虏伯钢铁（持股50%）、萨尔茨吉特（持股30%）及法国钢管制造商瓦卢雷克（持股20%）共同持有，蒂森克虏伯与瓦卢雷克均已表达退出意向。
萨尔茨吉特称，其可能考...00万至250万吨，以电弧炉取代现有高炉，并将员工数量从约3000人削减至1000人。该公司强调，全面收购股份的前提是现有股东分担重组及裁员成本，且蒂森克虏伯需在未来2至3年内提供明确的采购承诺。
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