节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10


安赛乐米塔尔墨西哥公司发布消息称，8月18日影响其HYL工厂直接还原铁（DRI）生产的事故发生后，部分业务已恢复运营。目前，四个HYL反应器中有两个已实现满负荷运行，这是迈向全面恢复正常运营的关键一步。

该钢厂计划于2025年11月底达成全面运营状态。为保障供应的连贯性，安赛乐米塔尔墨西哥公司...废钢，同时从安赛乐米塔尔巴西公司进口钢坯，以此确保热轧卷生产的不间断。

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