节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
摩根士丹利最新研报显示，战争导致伊朗约1300-1500万吨/年炼钢产能受损，涉及MobarakehSteel（900-1000万吨）、KhuzestanSteelCompany（400-500万吨），占伊朗总产能（约5500万吨）24-27%，以及2025年粗钢预估产量41-47%。
伊朗在全球钢铁及原料市场地位关键：2025年粗钢产量约3200万吨，直接还原铁（DRI）约3700万吨（占全球25%）ϼ..
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