位置：中游情绪：利好参考度：4/10


美国热轧卷板（HRC）买家正越来越多地考虑进口以应对国内价格上涨。供应限制和交货期延长推动了这一转变。因此，企业在异常紧张的市场中权衡成本与供应可用性。

美国国内钢厂面临关税和增加的合同承诺双重压力。由于钢厂优先考虑长期合同而非即时销售，HRC现货供应有限。因此，到2026年1月底，买家的交货期已延长至6.4周。

美国对钢铁进口征收关税，2025年3月起税率为25%，6月升至50%，大幅降低了进口量。2025年1-11月HRC进口总量为111万吨，同比下降42%。同期，国内现货价格攀升至964.25美元/短吨，较1月初的910美元/短吨有所上升。

随着钢厂收紧供应，买家的选择..

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