节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:4/10
乌克兰废钢出口关税及零配额政策旨在稳定国内钢铁市场。该政策的核心目标是在持续军事冲突期间,为本土钢铁生产商保障战略原材料供应。乌克兰金属工业协会(Ukrmetprom)主席亚历山大·卡连科夫强调,随着废钢出口激增而本土采购量萎缩,乌克兰亟需有效的市场稳定措施。目前每吨180欧元的出口关税虽减缓了对土耳其的直接出口,但未能阻止废钢通过欧盟国家转口。
卡连科夫指出,出口商将乌克兰废钢运至边境口岸,再转运至格但斯克、克莱佩达和瓦尔纳等港口,最终供应给土耳其和印度的钢铁生产商——而这些生产商间接依赖俄罗斯能源。这种情况导致乌克兰与欧盟在无意中增强了竞争对手的实力,同时削弱了自身的钢铁产业。欧洲钢铁协会(Eurofer)曾探讨征收转口费,但欧盟决策流程缓慢,难以采取及时行动。
乌克兰正面临废钢出口增长与供应可用性下降之间的缺口不断扩大的问题。2025年1月至9月,废钢出口量同比增长54.1%,达到31.18万吨;而国内年采购量从战前的400万至500万吨骤降至120ĸ..
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