节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
印度头部钢铁企业JSW Steel披露2026年2月粗钢生产数据显示，当月粗钢总产量为236.6万吨，同比下滑2%。从区域结构看，印度本土公司产量为230.6万吨...钢厂3号高炉自2025年9月起启动扩产检修作业；同期，JSW美国子公司粗钢产量为6万吨，同比降幅达20%。
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