节点：下游（终端消费/应用）位置：下游情绪：利空参考度：8/10


根据Transport & Environment (T&E)的研究，欧盟委员会近期提出的汽车电动化目标调整方案可能对行业发展及气候目标产生重大冲击。原政策设定2035年全面禁售化石燃料汽车，该计划于2025年12月进行调整。新提案将2035年尾管排放减排目标从100%下调至90%，车企或可通过使用欧盟生产的低碳钢及可持续燃料（如电子燃料À..

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