节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
罗马尼亚UMB公司拟斥资1250万欧元收购安赛乐米塔尔旗下伦布拉德工厂，交易标的包含工厂现有基础设施及产能从15万吨/年扩至25万吨/年的扩建项目；后续UMB还将追加1250万欧元用于设备升级。安赛乐米塔尔作为全球头部钢铁企业，2024年实现营收约511亿美元，粗钢产量达5890万吨，近年持续推进非核心资产剥离，以压降债务规模、削减运营成本并聚焦核心业务。
本次出让的伦布拉德工厂以钢筋生产为主营业务，2024年产能为15...战略的重要一环。此外，UMB此前曾通过司法拍卖渠道，以1420万欧元收购安赛乐米塔尔位于加拉茨的工厂。
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