节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
越南政府正式批准国家钢铁产业发展战略（2030年目标 2050年展望），明确国内钢铁行业需承担为汽车制造、船舶制造、高铁等关键产业开发及生产特种钢材的任务。此举旨在增强国内工业产能，降低对进口材料的依赖，并满足高端制造领域的技术要求。该战略设定行业目Ơ..钢材产品的出口占比。计划重点产品类别包括高级铁路轨、合金钢材及运输设备与国防制造用钢。本土主要钢铁企业，包括和发钢铁，已启动特种钢及铁路用钢项目投资，以保障未来国家基建及工业项目的钢材供应。
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