摩根士丹利：中东近期局势已对伊朗钢铁及铁矿石产业链造成实质性影响

环球市场播报04-06

摩根士丹利分析师在一份报告中表示，中东近期局势已对伊朗钢铁及铁矿石产业链造成实质性影响，并可能波及海运市场。　　报告指出，2025年伊朗直接还原铁（DRI）产量约占全球25%，折合约3700万吨；铁矿石供应量约占全球3%，折合约6800万吨。　　2024年，伊朗出口直接还原铁约80万吨，铁矿石约2200万吨。　　钢铁方面，伊朗每年1300万—1500万吨的炼钢产能（约占总产能三分之一）已陷入...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-04-06/doc-inhtpzzy4434042.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利分析师在一份报告中表示，中东近期局势已对伊朗钢铁及铁矿石产业链造成实质性影响，并可能波及海运市场。\n　　报告指出，2025年伊朗直接还原铁（DRI）产量约占全球25%，折合约3700万吨；铁矿石供应量约占全球3%，折合约6800万吨。\n　　2024年，伊朗出口直接还原铁约80万吨，铁矿石约2200万吨。\n　　钢铁方面，伊朗每年1300万—1500万吨的炼钢产能（约占总产能三分之一）已陷入...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-06/doc-inhtpzzy4434042.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2271345857.HKD","symbol_name":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) 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