位置：中游情绪：利空参考度：6/10
中东钢铁市场因物流中断与区域冲突面临前所未有的压力。领先钢铁制造商AGSI指出，当前市场环境的挑战性甚至超过新冠疫情时期。霍尔木兹海峡航运风险高企，严重影响亚洲至阿联酋、卡塔尔、科威特及沙特阿拉伯的钢材进口。
运费成本上涨进一步加剧供应难题：印度至中东的集装箱运价从每箱300美元飙升至3500美元，中国发运的集装箱价则从800-900美元跳涨至6500-7000美元。船班频率大幅下降，导致钢坯供应减少；苏哈尔、富查伊拉等替代港口产能受限，持续制约钢材运输。
钢坯供应短缺对螺纹钢生产形成压力。阿联酋钢厂（含阿联酋钢铁）因原材料成本飙...
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