节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：8/10
在近日举行的迪拜中东钢铁会议上，业内专家指出，相较于欧盟碳边境调节机制，亚洲钢铁出口将更受欧盟新保障措施的冲击。伍德麦肯兹钢铁市场主管普里扬卡·阿格拉瓦尔在专题讨论中表示，尽管亚洲钢价至少低于欧洲20美元/吨，但受配额限制影响，亚洲对欧钢铁出口将普遍下滑。相比碳关税成本，配额制对低价优势的亚洲资源制约更为明显。
根据10月公布的方案，欧盟拟自2026年上半年将免税进口额度削减47%至1830万吨/年，配额外关税税率将翻倍至50%。与会欧洲消息人士透露，新规很可能将印尼纳入监管，主要热轧卷资源流通将受限制。同时，欧盟拟推行“熔炼浇注”溯源要求，但多数亚洲供应商尚未做好应对准备。
在亚洲脱碳议题方面，建龙集团副...
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