节点：上游（原材料/资源端）位置：上游情绪：利空参考度：9/10
全球钢铁市场面临着与日俱增的压力，经济合作与发展组织（OECD）就中国的非市场政策及创纪录的钢铁出口发出强烈警告。钢铁委员会副主席们的最新声明阐述了中国激增的钢铁出口如何重塑贸易流向，并对低碳炼钢领域的投资构成威胁。因此，北美、欧洲和亚洲的主要钢铁生产商如今重新评估定价策略、产能规划以及贸易保护措施。中国的非市场政策成为这一日益加剧担忧的核心焦点。
OECD报告显示，继2020年至2024年中国钢铁出口量翻倍后，今年又增长了10%。这一增长源于中国中国钢铁需求的结构性下滑，促使钢厂寻求新的海外买家。然而，这些出口压低了市场经济体的价格，并使高达五分之一的计划低排放钢铁项目延迟。这一趋势凸显了中国非市场政策成为行业争论焦点的原因。
与此同时，该委员会预测2025年全球成品钢需求将温和反弹1%。2026年中国的需求将大幅下降，但印度、东盟市场和...
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Does the OECD’s claim about China’s non – market policies really hold water? Is it fair to solely blame China’s steel exports for global issues when there are also market fluctuations and new capacities in other regions? And aren’t there other factors contributing to the delay of low – emission proj…