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节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
奥地利头部钢企奥钢联（Voestalpine）鉴于对未来数月经济形势的悲观预期，正在推进奥地利与德国的产能缩减计划，其中涵盖裁员举措。
在奥钢联管材业务领域，其位于奥地利金德贝格的工厂或需进行产能调整，相关决策将在今年年底前确定。奥钢联解释，该工厂在美国主要销售市场遭受关税严重冲击，并且持续低迷的油价致使销量显著下滑。首席执行官赫伯特・艾本施泰纳在视频会议中着重强调管材产品对美国市场的高度依赖，还表示金德贝格工厂的班次将从三班减至两班。
同样在奥地利，高性能金属部门旗下的工厂也面临产能调整。该集团称正在推进一项战略项目，旨在让该工厂及其生产流程实现 “以可市场化的价格运营”，即便当下形势严峻。
在德国，奥钢联将持续推进此前宣布的汽车零部件工厂整合计划。艾本施泰纳指出，该部门面临的困境并未对林茨工厂生产汽车用板材产生影响，该产品表现依旧良好。
在2025财年上半年（2025年4月至9月），奥钢联集团营收同比下降5.6%，降至...
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Given the continuous contraction of Voestalpine’s European business, will its strategic adjustments in Austria and Germany, like the capacity reduction and factory integration, really help it overcome the difficulties? And with the decline in revenue but growth in profits in the first half of fiscal…
If the business in Europe is shrinking, how can the pre – tax profit and after – tax profit increase in the first half of the 2025 fiscal year? Does the strategic project in the high – performance metal sector really work? And with the decline in the pipe business, will the car – related business be…