节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
印度储备银行（RBI）近期对钢铁进口呈现的无序增长态势表达了深切忧虑。该行警示，这种状况正不断蚕食本土钢铁企业的市场份额，同时抑制其产品价格。
印度央行明确指出，来自中国、日本以及越南等主要产钢国家的廉价钢铁大量涌入，加剧了市场竞争激烈程度。这直接导致印度钢铁行业产能利用率下滑，整体盈利能力遭受损害。
尽管印度凭借建筑与基础设施领域的强劲发展，一直是全球重要的成品钢消费大国。在过去两个财年里，该国钢铁消费量分别实现了13%和11.5%的显著增长，中国产量也有9.3%和12.5%的增幅。但报告显示，强劲消费增长的Ǜ..钢材来满足的。
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印度钢铁消费增长却依赖进口，本土产业受冲击，难道就没办法限制廉价钢材进口保护本土企业吗？