位置：中游情绪：利好参考度：4/10
塔塔钢铁表示，印度钢铁生产商将中国钢铁出口的快速增长视为对国内盈利能力最严重的威胁，因中国需求疲软持续推动大量钢铁以极低价格涌入海外市场。该公司指出，印度钢铁行业主要由私营生产商驱动，这些企业依赖内部..钢厂历史上受益于政府支持，得以维持亏损生产。因此，中国的出口行为在印度生产商的市场风险评估中发挥着日益核心的作用，超过了对脱碳成本和技术决策的担忧。
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