节点：上游（原材料/资源端）位置：上游情绪：利好参考度：6/10
印度周六采取行动深化与巴西的贸易联系，签署采矿及矿产合作协议，以满足国内钢铁需求增长、支持产能扩张，应对全球原材料竞争。协议在印度总理莫迪与巴西总统卢拉见证下签署，卢拉本周初抵达新德里开启三日访问。巴西是全球铁矿石主要生产国之一，拥有炼钢关键矿产的大量储量，双方更紧密的合作有望改善印度获取支撑钢铁行业长期增长所需原材料及技术的渠道，印度政府声明指出。
合作将聚焦吸引勘探、采矿及钢铁行业基础设施领域的投资。印度当前钢铁产能达2.18亿吨，企业正扩大产量以满足基建发展与工业化驱动的国内需求增长。莫迪在与卢拉率领的巴ȥ..
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