节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
据金融时报报道，乌克兰钢铁行业及政府警告，欧盟拟削减钢材进口配额的措施，将对其战时经济构成显著冲击，并大幅压缩出口收入规模。欧盟计划自7月1日起，将钢材进口配额削减47%，并对超配额进口加征50%关税，旨在应对全球钢铁产能过剩及进口激增问题，以保护欧盟本土钢铁产业。
乌克兰钢企指出，上述限制措施将严重制约其进入核心出口市场的能力。主流钢企Metinvest表示，该措施将显著削弱乌克兰钢企对欧盟市场的供货能力；由于需面对来自土耳其、俄罗斯关联钢材及具备低成本能源优势生产商的激烈竞争，其可替代出口目的地的选择空间极为有限。
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