节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
印度拟在公共采购领域分阶段实施绿色钢铁强制应用政策，依托政府基建采购的庞大体量，构建稳定规模化市场，推动本土钢铁产业绿色转型。此前印度已出台绿色钢铁分类法，明确绿色钢铁的排放标准与评级体系，为政策落地奠定基础。印度工业联合会（CII）联合气候催化剂组织发布的报告指出，若政府设定公共采购中绿色钢材最低占比26%，至2029/30财年，印度经认证绿色钢铁供应量有望达1600万吨，并有望于2027/28财年率先形成首个大规模、有保障的绿色钢材交易市场。
数据显示，印度年度公共采购规模达45万亿-50万亿卢比（超5000亿美元），Ņ..
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