节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10
钢铁行业2026年开局乐观，供应受限及成本上升推高市场价格。中国新出口许可制度预计将削减低价出货量超2000万吨，使中国Taiwan钢铁巨头如中钢集团和中鸿得以重获定价权。
此外，领先不锈钢生产商烨联钢铁与唐荣因印尼镍矿配额收紧上..
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