
节点:下游(终端消费/应用)位置:下游情绪:利空参考度:7/10
根据1月21日周三发布的政府数据,印度被指定为“核心产业”的八大基础设施行业在2025年12月录得3.7%的增长,为四个月以来的峰值,较2025年11月的2.7%有所改善。八大核心产业包括煤炭、原油、天然气、炼油产品、化肥、钢铁、水泥和电力。值得注意的是,八大行业中的五个——煤炭、化肥、钢铁、水泥和电力——在该月实现了正增长。
累计来看,2025-26..
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