位置：下游情绪：利空参考度：6/10
欧洲下游制造业协会联合对欧盟委员会旨在应对全球产能过剩的钢铁保障措施延长及收紧提案表达了严重关切。尽管承认有必要支持欧盟钢铁生产商并应对与全球产能过剩相关的市场扭曲，但这些组织认为，拟议的方法过度隔离了欧盟钢铁市场，未能为钢铁使用行业实现平衡的结果。
关税影响估计高达90亿欧元。根据联合声明，该提案将大幅减少进口配额总量，同时将配额外关税提高至50%。假设进口量与近期水平大致持平，下游行业估计每年额外关税成本可能在50亿至90亿欧元之间。这些成本将由广泛工业价值链中的制造商承担。
钢铁价格上涨被视为主要威胁。欧盟委员会自身分析预测，欧盟钢铁价格平均将上涨3.25%。然而，签署协会警告称，特定产品领域的价格涨幅可能显著更高，潜在可达30%。此类涨幅将削弱依赖进口的制造商及在欧盟内部采购钢铁的企业的竞争力，尤其是在竞争激烈的全球市场中。
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