位置：中游情绪：利好参考度：8/10
印度塔塔钢铁（Tata Steel）正式披露棕地投资计划，拟对印度现有设施升级以新增年炼钢产能约700万吨，加速本土增长战略落地。公司董事总经理T·V·纳伦德兰指出，当前印度业务年产能已达2500万吨，多项扩建工程同步推进，公司将优先聚焦现有资产优化，暂不考虑新并购交易。
本次扩产核心依托此前收购的尼拉查尔伊斯帕特（NINL）、布山电力钢铁（BPSL）两大主体，同步配套印度北部卢迪亚纳新电弧炉（EAF）投产——该项目...
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