由于欧盟即将于7月收紧贸易保障措施，买家加速将钢材运入欧盟，全球钢铁巨头安赛乐米塔尔预计第二季度钢铁进口量将保持在高位。
该公司首席财务官周四在财报电话会议上表示：“我们看到一季度进口有所下降，但有证据表明，至少二季度初进口量仍然较高。”欧盟预计将于7月启动新的贸易政策，届时钢铁进口配额将减半。受此影响，贸易商正赶在新政策生效前加紧进口。
欧洲钢铁协会3月曾警告，2025年第三季度进口钢材已占欧盟钢铁市场的29%，创下历史纪录。
与此同时，公司一季度业绩表现稳健。财报显示，安赛乐米塔尔一季度销售收入为154.57亿美元，EBITDA达16.79亿美元，略高于分析师平均预期的16.5亿美元。每股基本收益为0.76美元。首席执行官表示，尽管中东局势动荡，公司一季度表现依然强劲，这得益于其全球多元化资产组合的优势和战略的持续执行。
安赛乐米塔尔预计，随着碳边境调节机制和新的关税配额制度实施，进口减少将有助于提高欧洲本土产能利用率，恢复行业盈利能力。
责任编辑：张俊 SF065
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