节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
乌克兰钢铁生产商卡梅茨塔尔钢铁厂（乌克兰采矿及钢铁生产集团梅特invest的子公司）宣布，其轧钢厂在被迫长期停产之后已恢复生产。2026年1月，该厂轧制了首批524吨铁路货车车轴，标志着尽管俄罗斯持续袭击基础设施导致能源严重不稳定，一种高价值产品仍重返市场。
供应中断导致停产近一年。战时条件下，该轧钢厂在获取车轴生产所需的钢坯方面面临重大挑战。此前，钢坯由亚速钢铁厂供应。去年，由于持续的军事行动，另一家乌克...
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