节点：下游（终端消费/应用）位置：下游情绪：利好参考度：4/10
中东冲突加剧与国内经济氛围趋冷下，印度政府调整对华经济政策。路透社援引消息人士及文件显示，印度本月初放宽中国特定领域投资限制后，27日进一步授权印度重型电气公司、印度钢铁管理局等国企从中国采购关键设备，标志2020年以来对华经贸限制首次松动，背后系印度宏观经济压力上升及对华供应链深度依赖。
政策转向源于印度经济挑战。2020年新德里收紧对华设备采购、投资及安全审查，致多项计划停滞。数据显示，印度对华直接投资从2020财年1.638亿美元暴跌至2025财年270万美元，拖累制造业扩张；2022年10亿美元电动车合资计划搁置，影响本土汽车产业链升级。当前中东冲突致印度油气供应受阻、能源价飙升，卢比兑美元跌至历史低点，经Ÿ..
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