节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
日本制铁宣布在九州工厂启动生产工艺转型，逐步淘汰传统高炉工艺，改用电弧炉炼钢。新建电弧炉年产能约200万吨，计划于2028—2029上半财年（即2028年下半年）投产。该项目定位为全球首套大型电弧炉量产高品质钢材的一体化生产系统，同时配套建设二次精炼设备与连铸生产线。转型项目总投资预计达6302亿日元（约合39.7亿美元），日本政府补贴最高扶持额度定为1799亿日元（约合11.3亿美元）。
日本制铁还将陆续新增两座电弧炉，分别为濑户内工厂电弧炉（年...
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