节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
印度钢铁协会（ISA India）最新研究表明，钢铁行业通过战略性提升废钢利用效率，可实现28%的碳减排目标，这将重塑行业环境表现与运营模式。
报告指出，废钢基生产模式是印度钢铁业碳中和核心路径。作为全球碳排放强度较高的行业之一，印度钢铁业正处转型关键期：传统高炉工艺吨钢碳排放约2.3吨，电弧炉工艺依托废钢原料可大幅降碳，兼具环境与经济价值。
数据显示，印度钢铁行业当前废钢利用率仅占金属原料投入的30%，远低于基础设施支撑的45%-50%潜力区间；国内年...
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