节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
欧盟委员会近期宣称，修订欧盟公共采购规则或成为提振欧洲钢铁需求的关键手段。将于2025年12月提交的欧盟工业加速器法案，将纳入在公共采购的建筑、基础设施项目，以及于欧盟市场销售且涵盖在公共计划的车辆中，使用“欧盟制造”低碳钢的最低份额，目前相关细节尚在商讨。
欧盟委员会着重提出，需保护欧洲钢铁生产商，使其免受全球产能过剩，尤其是亚洲产能过剩以及美国进口新政的冲击。欧盟打算在大规模公共采购中，优先选用欧洲低碳钢，以此确保国内生产商从绿色转型中获利。工业加速器法案意味着欧盟再度向工业保护...关税进口配额，并对超出此上限的进口产品征收50%的关税。
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Will the revised EU public procurement rules really effectively boost European steel demand? Considering the global market situation, does the so – called protection of European steel producers from Asian and US impacts through industrial protectionism measures like import quotas and tariffs bring m…