No products in the cart.
节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
根据西班牙不锈钢集团阿塞里诺克斯（Acerinox）发布的第三季度财报，2025年前三季度，该集团粗钢产量达146.3万吨，同比增长8%。去年同期，因阿塞里诺克斯欧洲公司（Acerinox Europa）发生罢工，产量受到影响，这成为今年产量同比增长的背景因素之一。
尽管产量有所增长..
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
Открытая информация, опубликованная на данном сайте, считается SMMNN собой относительно надежной, однако SMMNN не дает никаких гарантий относительно точности или полноты такой информации. Информация, предоставляемая SMMNN, предназначена только для ознакомления и не является инвестиционной рекомендацией для любого субъекта. Участники данного сайта не следует заменять на нее свое собственное независимое суждение.
Given the current weak market demand and threat of low – priced imported steel, can Acerinox really turn the situation around with the upcoming CBAM in 2026? Since the market environment is so tough, will the 8% increase in crude steel production actually translate into more profits, or will it just lead to more inventory? Also, how exactly does Acerinox plan to take advantage of the CBAM to counter the challenges from low – priced imports and boost market demand? And considering the potential market changes after CBAM takes effect, is Acerinox’s optimistic view well – founded, or is there a r…