节点:上游(原材料/资源端)位置:上游情绪:利好参考度:6/10


印度投资信息与信用评级机构(ICRA)高级副总裁兼企业评级主管吉里什库马尔・卡达姆在孟买举行的Mjunction会议上指出,印度钢铁需求将保持稳定增长态势。这一增长受印度加速城市化、稳定政府资本支出以及有利人口结构的支撑。

卡达姆预计,受持续建筑活动与生产稳步扩张推动,2025/2026财年印度钢铁消费量将增长7%-8%。其中,建筑与基础设施领域占总需求近60%,汽车与工程行业也占据较大份额。今年...

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