节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10
印度最大铁矿石矿商NMDC（国家矿业开发公司）披露2026年2月铁矿石运营数据：从恰蒂斯加尔邦矿山发运铁矿石598车皮，折合230万吨，环比1月（647车皮/249万吨）下降7.6%，同比2025年2月（552车皮）增长8.33%。该发运量不含通过矿浆管道供应给AM/NS India的部分，每车皮装载量约3850吨。
尽管NMDC向旗下Nagarnar钢厂发运量有所增加，但2月整体车皮发运总量仍呈放缓态势，主因在于其他邦钢厂采购规模缩减、恰蒂斯加尔邦当地非NMDC系钢厂提货量下降，部分钢厂已转向其他铁矿石市场寻源。同期，NMDC铁矿石产量为535万吨，环比1月（556万吨）下降3.8%。
细分市场维度，恰蒂斯加尔邦内钢...
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