节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:7/10


德国社会民主党近期提议,旨在“拯救”德国钢铁行业。其举措包括提高钢铁关税,扩大碳边境调节机制(CBAM),从预算中划拨数十亿欧元用于补贴,最终实现钢铁企业国有化。不过,有批评者指出,在《德国和欧洲可持续钢铁工业政策》文件中,该党此举实质是对作为德国经济支柱的中小企业发动经济战争。

依据该文件,若当前工业措施未达预期效果,国家应掌控中国钢铁厂,社民党还提议禁止企业关闭与高炉停产。此外,提议成立国家钢铁基金,充当该行业“最后拯救者”,但对于大型公司间...

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