位置：下游情绪：利空参考度：3/10
欧盟提议自2025年11月18日起至2028年11月17日，将部分硅基和锰基铁合金的进口量削减25% 。此举旨在帮助欧洲生产商恢复元气，同时确保下游用户有足够的供应。
进口将通过关税配额（TRQs）进行管理。配额内的货物...
挪威和冰岛均为欧洲经济区（EEA）的一部分，将它们纳入其中引发了更多担忧。因为它们的供应量约占欧盟进口量的一半，这可能会使贸易关系和更广泛的经济联系变得紧张。
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Will the 25% import reduction really help European producers recover without negatively affecting downstream users? Also, given Norway and Iceland account for about half of EU’s imports, how will including them in the TRQ management impact the trade relations and economic links? Won’t this move pote…