节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10
分析师及业内高管指出，印度2025-26财年（截至3月31日）铁矿石进口量或达1200万至1400万吨，创七年来新高，核心驱动为高品位铁矿石短缺及JSW Steel的需求。作为印度产能最大的钢铁生产商，JSW Steel位于西部马哈拉施特拉邦、南部卡纳塔克邦的钢厂是进口主力。路透社报道，必和必拓一批金宝细粒铁矿石因中国禁售将以罕见折扣价运往印度；CRU高级分析师Lalit Ladkat称，本财年印度进口矿约70%来自巴西、阿曼。
大宗商品咨询公司BigMint预测，印度2025-26财年铁矿石...
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