节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
2月28日霍尔木兹海峡近期封锁已扰乱全球关键航运通道，中国钢铁出口商因运费大幅飙升被迫暂停新订单承接。2025年中国对中东地区钢铁出口量约1436万吨，占同期总出口量的10.7%，该区域为中国钢铁重要外需市场之一。
中国钢铁贸易商警示，若海峡封锁时长超一个月，国ņ..钢厂需紧急拓展替代买家，以对冲国内需求疲软风险，避免财务压力显著上升。
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