节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
印度钢铁部公布了该国钢铁行业一项雄心勃勃的长期规划，重点强调绿色转型与全球竞争力。
在2025年印度工业联合会钢铁峰会开幕式上，钢铁部秘书桑迪普·庞德里克表示，在“发达印度”愿景下，钢铁行业仍是印度经济规划的关键支柱。
过去十年间，印度钢铁产能几乎翻倍，从约1亿吨增至2亿吨。庞德里克指出，2024 – 2025财年该行业增长8.5%，中国需求达1.52亿吨。政府目标是到2030 – 2031年将产能提升至3亿吨，到2047年提升至5亿吨，Ľ..
该规划的核心是通过“直接还原铁+氢气”技术路线发展低碳钢铁。预计十年内氢气将取代天然气作为还原剂，大幅削减排放。
钢铁部还概述了多项措施，包括提高中国生产的炼焦煤使用比例，通过质量控制指令遏制不合格钢材进口，并强化占全国产量近一半的中小型生产商。
庞德里克称，印度钢铁行业将基于战略投资、自力更生和可持续性三大支柱推进，推动全国范围内的增长、就业与基础设施发展。
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