节点：下游（终端消费/应用）位置：下游情绪：利空参考度：3/10
印度政府一名官员于6月12日周五表示，印度在钢铁和纺织业方面不存在产能过剩问题，其产能应结合人口规模、国内需求及经济增长情况进行评估，印度拒绝接受美国贸易部门的此类指控。美国贸易代表依据301条款开展的调查称，印度在钢铁、纺织乃至太阳能组件等多个行业存在产能过剩问题，这导致印度在2025年实现了420亿美元的贸易顺差。
贸易部额外秘书阿米塔布·库马尔表示，钢铁产量应结合人口规模、国内需求及增长需求进行评估，同时需考虑人均消费量背景，当前钢铁产量是为了满足国家发展需求。他在反驳美国对印度钢铁行业的担忧时表示：...
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