节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
南非钢铁与工程行业联合会首席执行官Tafadzwa Chibanguza指出，最新公私合营（PPP）监管改革已重构行业框架，将驱动基建领域钢材需求扩容。
新规优化项目推进逻辑与风险分配机制：允许部分基建项目采用非邀标模式推进，以20亿兰特为阈值划分项目类型，简化小型项目审批流程；..螺纹钢等品种需求。
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