节点:下游(终端消费/应用)位置:下游情绪:利空参考度:8/10


英国钢铁行业尽管计划于7月1日实施新的贸易保护措施,但仍严重依赖进口钢材。该警示凸显了对国内钢铁产能、投资水平及绿色钢铁转型政策的持续担忧,同时随着政府收紧钢材进口配额,加剧了对英国制造商未来竞争力的忧虑。

英国钢铁行业推动提升国内生产占比。行业观点指出,当前国内钢铁生产商满足的内需比例过低,难以支撑大规模产业投资。国内生产商目前仅满足约30%的英国钢铁需求,而欧盟和美国这一比例分别约为75%和80%。此背景下,英国政府计划将钢材进口配额削减60%,同时自7月1日起将超配额进口关税从25%提高至50%,旨在强化国内钢铁 sector 并降低对低成本进口材料的依赖。行业预期新配额制度生效后,国内生产商将快速提升市场份额,英国政府设定目标未来几年内英国产钢材占国内消费比例达到50%。然而,行业仍受欧洲贸易政策影响,约80%的英国钢铁出口流向欧盟,若布鲁塞尔收紧保障措施或限制英国钢铁产品准入,将使英国生产商面临风险。

绿色钢铁规则对英国钢铁构成压力。英国钢铁行业对低碳钢铁生产相关的采购要求变化表示担忧。行业指出,英国钢铁在结构型钢、钢梁等建筑用钢市场竞争力下降,因许多采购方日益将“绿色钢铁”定义为仅通过电弧炉(EAF)技术生产的钢材。随着公共部门采购政策演变,该问题愈发显著,威尔...

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