节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
6月3日，奥地利头部钢企奥钢联（Voestalpine）表示，受益于欧盟多项钢铁贸易保护新政落地，公司对2026/27财年核心利润增长预期乐观，且其2025/26财年经营业绩已超市场预期。欧盟自2026年起实施碳边境调节机制（CBAM），对高碳排放进口钢材征收碳关税；另将于7月1日执行新版钢铁进口管控措施，免税进口配额大幅缩减近半，以抵御亚洲低价钢材对本土产能的冲击。
奥钢联钢铁板块负责人Hubert Zajicek透露，今年二季度欧盟钢材进口量同比下降17%，随着新政逐步落地，预计下半年进口规模将进一ƭ..
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