节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
巴西钢铁市场前景严重依赖反倾销措施的实施。INDA总裁卡洛斯·卢雷罗强调，政策延迟可能引发悲观情景。若措施得以执行，国内生产商或有望实现市场稳定及条件改善。尽管存在保护措施，国内钢铁生产仍面临压力。巴西钢铁协会（Aço Brasil）预测，2026年产量较2025年下降2.2%，进口进一步上升。轧钢进口或增长10%，明年达到630万吨以上。
钢铁价格在进口与国内市场呈现分化趋势。市场报告显示，南美热轧卷板进口价为每吨515-530美元。巴西国内月度价格为每吨3650-3950雷亚尔，反映出小幅下跌。反倾销措施的..
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