位置：中游情绪：利好参考度：4/10
2026年第一季度，奥托昆普公司不锈钢交付量达46.5万吨，环比增长27%；铬铁交付量环比增长17%至11万吨。盈利层面，调整后EBITDA总额达6500万欧元，环比增5500万欧元，增幅达550%；同比增1600万欧元，增幅达32.65%。
此次不锈钢市场活动改善主要受季节性因素和欧洲碳边境调节机制（CBAM）推动。奥托昆普指出，CBAM的实施使欧盟边境不锈钢进口的碳价格更加明确，推动市场需求转向低碳的欧洲废钢生产。此外，公司重组计划正按计划...目标到2027年底每年节省成本1亿欧元，其中约一半的节省预计将在2026年实现。
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