节点：上游（原材料/资源端）位置：上游情绪：利好参考度：10/10
据smmnn援引路透社报道，印度与巴西深化贸易关系，双方于21日签署采矿及矿产领域合作协议，旨在满足日益增长的国内钢铁需求、支撑能力建设，背景为全球原材料竞争加剧。该协议系巴西总统卢拉访印期间，与印度总理莫迪共同签署。
巴西为全球最大铁矿石生产国之一，钢铁关键原料储量丰富。印度政府指出，双方深化合作将助力印度获取原材料与技术，保障钢铁行业长期可持续增长。合作重点聚焦勘查、开发及钢铁行业基础设施投资领域，印度当前铁矿石年产能2.18亿吨，正推进扩产以匹配基建与工业化带来的国内需求增量。
莫迪在会见..目标为未来五年将双边贸易额提升至200亿美元以上（当前年贸易额约150亿美元）。此外，两国还将密切技术、创新、公共数字基础设施、人工智能、半导体等领域合作。
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