节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
钢铁行业正加速从高炉（BF）向电弧炉（EAF）转型。美国EAF钢产量占比已超70%，高炉仅30%；欧洲亦启动类似调整，催生矿基金属原料（如生铁）新需求。Electra的清洁铁技术依托化学与电力，可将多类矿石转化为99%纯度铁，其模块化低温系统兼具高效性与灵活性，能生产高等级钢材，助力EAF在高端建筑、汽车等领域与高炉钢企展开竞争。
电弧炉正快速弥补产能差距。西弗吉尼亚Nucor、得克萨斯Steel Dynamics等企业已实现曾仅高炉...
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