位置：中游情绪：利空参考度：10/10
在GMK中心组织的“碳边境调节机制（CBAM）对乌克兰经济及钢铁行业2026-2030年的影响”圆桌会议上，卢森堡集团安赛乐米塔尔的乌克兰子公司安赛乐米塔尔克里沃罗格公司首席执行官毛罗·隆戈巴尔多表示，今年1-3月该公司钢铁出口量减少约30万吨。这一下降与CBAM实施有关，该机制给向欧盟供应钢铁的出口商增加了每吨60-90美元的额外成本及行政负担。该公司最初计划2026年向欧洲出口120-125万吨钢铁，占总产量近一半。
出口量下滑反映更广泛市场压力。上述出口减少凸显乌克兰钢铁企业在应对监管变化及持续市场挑战时面临的压力加剧。尽管此前有扩张计划，该公司欧盟市场准入已恶化。俄乌冲突爆发后，安赛乐米塔尔克里沃罗格曾将重心转向欧盟市场，三年来逐步拓展市场。...
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