节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
尽管碳边境调节机制（CBAM）及持续的战时运营限制带来复杂挑战，欧洲买家对乌克兰钢铁的需求仍保持稳定。欧洲议员正就新气候相关贸易规则下是否给予乌克兰特殊地位或“不可抗力”豁免展开讨论，行业参与者证实供应链关系依然稳固，制造商在不断变化的监管环境下仍优先采购乌克兰产品。
尽管欧洲客户持续采购乌克兰钢铁，该国生产商仍面临重大生产障碍。乌克兰最大钢铁企业之一的Metinvest集团报告称，2026年第一季度铁水产量下降12%，粗钢产量下降20%。产量下滑主要由严重的基础设施不稳定导致，包括频繁的电网损坏和劳动力短缺，这些..
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