节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
南非公私合营（PPP）框架改革有望为基础设施领域钢铁需求注入新动能。修订后的监管规则调整项目分类与审批流程，放宽小型项目准入要求，引入信用担保及风险分担机制以吸引民间资本。
能源、铁路及水利基础设施建设被视为核心增长引..
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