节点：上游（原材料/资源端）位置：上游情绪：利好参考度：10/10
印度钢铁部一位高级政府官员于1月21日周三表示，该部正处于制定国家钢铁废料政策的最后阶段，旨在使钢铁行业与不断变化的国内产业动态及新兴全球发展趋势保持一致。产能扩张背景下废料需求上升。钢铁部联合秘书达亚·尼丹·潘迪表示，印度钢铁行业的废料消费量一直在稳步增长，而废料总体供应量预计将升至近3600万吨。潘迪指出，随着大规模产能扩张持续推进，钢铁废料需求将大幅上升，这清晰表明废料在印度炼钢领域的作用日益凸显。此外，印度钢铁协会（ISA）已敦促政府在2026-27财年国家预算中推出支持性政策措施，以鼓..
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