节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
波兰新任国有资产部长沃伊切赫·巴尔钦近日表明，政府正紧密关注钢铁巨头安赛乐米塔尔在欧洲业务的最新态势。他提到，倘若该企业决定退出市场，波兰有可能考虑收购其位于栋布罗瓦古尔尼恰和卡托维兹的工厂。据西里西亚媒体消息，这一举措意在应对该集团近期在欧洲多国的业务收缩情况。
近期，安赛乐米塔尔已逐渐缩小欧洲业务规模，其中包括放弃德国低碳钢铁项目、逐步关停波黑生产线，并且在法国裁员600人。其位于波兰卡托维兹工厂的3号高炉也已临时停产。
波兰作为中欧传统工业中心，钢铁业曾是经济的重要支柱。然而近十年来，钢铁产量下降幅度超过22%。当前，中国超过八成的扁平材以及四成的长材需求依...
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