位置:中游情绪:利空参考度:7/10


印度工商部秘书拉杰什・阿加瓦尔(Rajesh Agarwal)5月18日声明指出,原计划本月生效的印英自由贸易协定(FTA),因英国新实施的钢铁进口政策面临显著生效障碍。其指出,协定虽已进入落地冲刺阶段,但存在若干谈判阶段未充分覆盖的“遗留议题”,其中钢铁贸易限制措施构成核心障碍。

英国今年3月出台强化版钢铁进口保障机制,以应对全球供应过剩对本土产业的冲击。该机制定于2026年7月1日生效,将显著压缩钢铁产..关税,直接削弱出口国的市场准入条件。此类限制将显著削弱印度等协定缔约国通过FTA获取的市场准入红利,印度钢铁企业原计划依托关税减免扩大对英出口的预期面临调整。

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