位置：中游情绪：中性参考度：1/10
近日，欧盟委员会一份文件草案披露了碳边境调节机制（CBAM）关于不锈钢产品基准值设定方案，该方案对不锈钢产品采取区别于碳钢的简化计算规则，引发全球钢铁行业高度关注。
草案规定，不锈钢产品不按生产工艺路径区分，而是直接设定两阶段统一基准值：2026 – 2027年适用一个数值，2028 – 2030年适用更严格数值。此设定源于欧盟本土不锈钢几乎全部采用电弧炉（EAF）工艺这一产业现实。
基准值高低直接决定进口商的CBAM税负水平。若产品碳排放低于基准值，税率仅为欧盟碳价的2.5%；若超出则需承担100%碳价成本。这意味着， ..
此外，业内人士认为，欧盟碳价走势与2026年钢铁保障机制修订等不确定因素叠加，可能进一步推高欧盟市场钢铁价格，对全球供应链产生深远影响。这一系列变动将促使全球钢铁行业尤其是不锈钢领域，在生产工艺、贸易布局等方面进行调整与变革。
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