节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
印度钢铁行业的绿色愿景与现实之间存在明显差距。短期内，采用废钢的电弧炉和感应炉被视为降低碳排放的最切实途径，但该路径正面临物流及供应条件方面的严峻挑战。
印度并非面临全球废钢短缺问题，进口压力加大主要源于中东局势紧张、集装箱运费大幅上涨及保险要求提高。同时，欧洲等地区因碳政策趋严，废钢出口量有所减少。
即便废钢供应链改善，仅ľ..
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