节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
印尼本土钢铁产业正承受进口产品冲击与价格竞争的双重压力，行业整体产能利用率仅约52%，显著低于最优运营水平，反映出本土钢铁产品国内市场消化能力不足。印尼钢铁工业协会执行董事指出，2024-2026年间已有8家钢铁企业停产，核心驱动因素为企业利润持续承压及低价进口产品对国内市场的垄断。该现象已传导至下游产业、就业市场及原材料供应链，若长期持续，将对印尼战略产业发展根基构成威胁。值得注意的是，印尼自身拥有满足国内各建设领域需求的充足钢铁产能储备。
业界呼吁出台适配本土产能的进口管控政策，...
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