节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
据媒体报道，美以联军因各方敌对行动升级，对伊朗伊斯法罕省发动空袭。据称，包括莫巴雷克钢铁厂和胡齐斯坦钢铁厂在内的伊朗两家钢铁厂遭袭。关于袭击造成的破坏规模及生产设施当前状况，暂无更多信息发布。与此同时，部分媒体报道称，伊朗正瞄准海湾阿拉伯国家合作委员会（GCC）全境的关键钢铁生产设施。
莫巴雷克钢铁公司（直接还原铁产能超800万吨、热轧卷产能近700万吨）是伊朗主要扁平材生产商，胡齐斯坦钢铁公司（年粗钢产能360万至380万吨）在冲突前曾是伊朗主要板坯出口商之一，同时也是..钢厂对伊朗本土钢铁行业至关重要。
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