节点:下游(终端消费/应用)位置:下游情绪:利空参考度:7/10


在企业与意大利制造部(MIMIT)与主要高耗能行业举行的圆桌会议上,意大利铸造行业协会Assofond警告企业部长阿多夫·乌尔索,该行业“濒临停产”。碳边境调节机制(CBAM)旨在防止排放转移,但自相矛盾的是,它正使欧洲铸造厂陷入危机。主要问题在于监管范围存在错误。欧洲铸造厂因本地资源不足以满足需求,必须进口原材料(如生铁和铁合金),并缴纳高达35%的碳税。而欧盟以外的生产商则可使用自有原材料或从俄罗斯低成本采购,生产成品或半成品出口至欧洲,且无需缴纳任何关税,因为此类产品的海关编码未被纳入CBAM的监管范围。

铸造行业面临的风险。据Assofond主席法比奥·扎纳尔迪称,该行业正处于极度脆弱的时..汽车、机械工程、建筑和能源等战略下游行业。

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