节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
南非正斟酌对铬矿石出口课征25%的税款，此举措旨在挽救深陷困境的铬铁行业。该行业因高昂电力成本，已流失大量工作岗位。
一份经济增长战略草案提议，通过征收出口税维持中国较低铬价，同时呼吁为铬铁生产商设定优惠电力关税。该框架目标明确，计划到2030年达成3.5%的经济扩张，并增加固定资产投资。
南非铬铁矿储量占全球70%以上，铬铁矿作为铬铁主要成分，对不锈钢制造意义重大。但高于通胀的电力成本攀升，致使主要生产商关停冶炼厂，约25万个职位面临威胁。
近年来，约14家冶炼厂关闭，整个铁铬供应链岗位减少35万个。本月初，内阁批准出口关税，不过未明确税率，同时通过由..
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