节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
中东冲突升级之际，海洋货运中断持续扰乱全球废金属贸易路线。波斯湾地区的军事活动威胁着回收商与大宗商品贸易商依赖的关键海上通道。伊朗近期警告可能关闭霍尔木兹海峡大部分商业航运，但当局称前往中国的船只或可获通行许可。这条狭窄水道连接欧洲、土耳其、中东至南亚和东南亚的航运网络。
海洋货运中断给黑色金属及有色金属废料出口商带来不确定性。贸易商高度依赖这些航线跨洲运输可回收金属、纸张及工业材料。丹麦集装箱航运巨头马士基已暂停部分中东港口的货物运输，受影响目的地涵盖阿联酋、阿曼、伊拉克等多国...
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