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尽管南非铁行业在能源供应与全球竞争方面仍面临挑战,但南非政府近期采取政策干预及激励选矿等措施,为该行业尤其是梅拉菲的中长期铬铁业务,带来相对乐观的发展前景。

当前,南非铬铁行业面临高能源成本与来自中国的竞争压力。在此背景下,嘉能可 – 梅拉菲于今年第二季度暂停铬铁冶炼业务,且2025年上半年铬矿石需求有所下降。

梅拉菲作为实力雄厚的铬企,其铬业务需适应南非国内潜在需求变化,同时密切关注中国市场的强大影响力。能源供应进一步稳定及拟监管..

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