节点:下游(终端消费/应用)位置:下游情绪:利空参考度:3/10
近日,日韩两国代表在2026年印度钢铁展前夕,与印度钢铁部展开政策交流。日韩方对印度现行钢铁保护措施表达关切,指出相关举措已对其在印企业的生产经营活动造成实质性影响。交流中,日本代表重点阐述日企面临的多重挑战,包括印度对扁平材征收的保障税、对焦炭征收的反倾销税,以及印度标准局(BIS)出台的新规——该规定直接限制日本企业向其印度子公司供应原料,影响供应链稳定;韩国代表同步提出类似关切,涉及同类贸易与合规政策的影响。
日韩企业在印度钢铁及相关领域布局广泛。日本制铁正推进A...钢厂建设;JFE钢铁与京德勒西南钢铁公司设立合资企业,合作运营奥里萨邦Bhushan Power and Steel公司(BPSL)及晶粒取向电工钢板工厂;浦项钢铁则与京德勒西南钢铁各持股50%,联合建设一座500万吨/年综合钢铁厂。此外,日企还在印度投资废钢处理设施、汽车制造、可再生能源、可持续发展项目及基础设施领域,日印两国政府更就印度稀土勘探、非洲锂、铜、钴等关键矿物勘探展开双边讨论。
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