位置：中游情绪：利空参考度：4/10
根据Secex的数据，2026年1月巴西板坯出口量为410,900公吨，而2025年12月为762,400公吨。这一显著下降表明对美国的出口量减少，12月时该出口量为343,700公吨。此次减少可能与巴西和美国当局正在进行的进口关税谈判有关。
1月，Ternium向乌拉圭出口147,700公吨板坯，价格为561美元/公吨。ArcelorMittal Tubarão向比利时运送62,000公吨，价格453美元/公吨；向波兰运送48,300公吨，价格451美元/公吨；向墨西哥运送43,800公吨，价格457美元/公吨；向西班牙运送32,800Ņ..
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