节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
巴西媒体报道称，安赛乐米塔尔巴西公司总裁兼安赛乐米塔尔拉美扁平材首席执行官豪尔赫·奥利维拉强调，强大的国内钢铁行业对巴西的工业主权、经济增长和长期竞争力至关重要。
他指出，钢铁在支撑汽车、基础设施、能源和建筑等关键行业方面发挥着核心作用。
巴西粗钢产能约5100万吨，仍是拉美最大钢铁生产国。但奥利维拉强调，制造业存在结构性下滑，根据巴西地理统计局（IBGE）数据，其GDP占比从1985年的约36%降至目前的11%-12%。
进口增加加剧了国内行业面临的挑战。全球钢铁产能过剩目前超过6亿吨，预计到2027年将超过7亿吨，竞争压力加大。奥利维拉表示..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
