节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
2025年前9个月，Metinvest集团钢铁产量同比下降10%，至145万吨，生铁产量下降6%，至128万吨。第三季度，生铁和钢铁产量环比分别增长41%和30%，分别达到49.7万吨和54.6万吨。该公司表示，卡梅特斯特尔钢铁厂9号高炉大修后重启，产量有所改善，不过此次大修对前9个月的业绩产生了负面影响。
商品钢产量同比增长4%，至239万吨。扁平材产量达81...钢厂的定期维护降低了轧钢产量，而生铁产量的增加则支撑了半成品产量的增长。
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Why did the overhaul of the 9th blast furnace at the Karmetstahl Steelworks have a negative impact on the first nine – month performance? And considering the growth in commodity steel output, why are there still challenges in the overall production, especially in coal – related production? Is it mai…