节点:下游(终端消费/应用)位置:下游情绪:利空参考度:7/10


2026年3月4日,欧委会发布工业加速器法案(IAA)立法提案,旨在通过简化审批流程、扶持战略产业、培育低碳市场,推动欧盟工业绿色转型并提升制造业竞争力,目标是2035年将制造业占欧盟GDP比重从2024年的14.3%提升至20%。法案围绕公共采购、外资审查、审批简化设置约束性条款,同时引入“非互惠即排除”原则及“可信伙伴”体系。

公共采购层面,法案对钢铁、水泥、铝、汽车等行业提出低碳及本地化要求:建筑等项目中钢铁25%需为低碳产品,混凝土和砂浆5%需同时满足低碳和欧盟产,铝材25%需为低碳且产自欧盟。外资审查针对第三国超1亿欧元投资且全球份额超40%的项目,要求参股比例≤49%、授权核心知识产权、本地员工占比≥50%。“非互惠即排除”原则排除未签政府采购协议的第三国实体控制的投标人,“可信伙伴”仅覆盖自贸协定或GPA缔约方。

欧洲内部对法案立场分化。欧洲钢铁工业联盟(EUROFER)欢迎低碳需求,但要求钢铁需在欧盟境内冶炼浇铸,建议纳入欧洲经济区国家,排除中东、北非及印度等产能过剩地区...

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