节点：上游（原材料/资源端）位置：上游情绪：中性参考度：2/10
泰国钢铁行业宣布，据泰国媒体报道，由于生产商应对与全球市场波动相关的成本压力上升，4月份所有产品类别价格预计上涨10%-15%。行业代表表示，若能源和物流成本持续攀升，5月份可能出现第二轮价格上调。
成本压力驱动价格调整：生产商此前曾试图吸收上涨成本，但供应链的累积影响已使该策略难以为继。泰国工业联合会副主席纳瓦·占他那苏拉空（Nava Chantanasurakon）指出，价格调整将广泛覆盖所有钢铁产品。
进口依赖放大影响：泰国钢铁行业因缺乏国内铁矿石资源，仍高度依赖进口原材料（尤其是废钢）。这种结构性依赖使生产商暴露于全球能源价格、运费及原材料成本波动之下，相关变化会迅速反...
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