节点：上游（原材料/资源端）位置：上游情绪：中性参考度：2/10


全球钢铁行业重要企业安赛乐米塔尔公布的季度报告呈现出一系列关键数据。2025年1 – 9月期间，公司钢产量相较于上一年度同期，出现了2.5%的下滑，总量降至4280万吨；而铁矿石产量则实现了19.8%的增长，达到3570万吨。同一时段内，钢材发货量有0.7%的微幅上升，为4100万吨，铁矿石发货量（仅涵盖AMMC和利比里亚业务）大幅提升38.8%，达2610万吨。

从第三季度单季的表现来看，钢产量环比下降5.6%，为1360万吨，不过钢材发货量同比依旧维持1.5%的增长态势。铁矿石产量达到1210万吨，同比增幅接近20%。公司首席执...

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