节点：下游（终端消费/应用）位置：下游情绪：利空参考度：3/10
据媒体报道，一种名为SmeltDirect的新型冶炼技术被视为铁合金行业的重大突破，有望大幅降低金属生产中的能耗和排放。该技术由南非矿业公司African Rainbow Minerals（ARM）开发，旨在将铁合金冶炼的用电量较传统工艺削减高达70%。传统铁合金冶炼是采矿和金属价值链中电力消耗最密集的环节之一，使得电力成本成为生产商竞争力的关键因素。
行业研究人员指出，SmeltDirect工艺还可将碳排放减少约60%，同时降低运营成本并提升生产效率。传统冶炼作业中，生产1吨合金需约4兆瓦时电力，而SmeltDirect将这一需求降至每吨约1.2兆瓦时。该技..
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