位置：中游情绪：利空参考度：7/10
印度顶级不锈钢制造商金达尔不锈钢有限公司（JSL）上周五披露，因严重燃料短缺导致工厂产能下降。中东持续冲突及霍尔木兹海峡航运受限，扰乱印度丙烷、液化石油气（LPG）及天然气进口。不锈钢生产高度依赖此类工业气体，多项核心生产流程现面临不利影响。
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