节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
全球钢铁巨头安赛乐米塔尔正敦促美洲各国加强钢铁进口限制。收紧的贸易管控旨在保护国内生产商免受供应过剩及价格压力影响，预计区域钢铁市场价格将上行，本地钢厂利润率或改善。
美洲钢铁市场面临更严格进口限制。安赛乐米塔尔指出，巴西、加拿大及墨西哥需借鉴美国与欧盟的贸易政策。美国于2025年6月将钢铁进口的232条款关税提高至50%，并将关税范围扩展至衍生产品；欧盟碳边境调节机制（CBAM）则对碳密集型进口产品征税，以支持国内绿色生产。
欧盟同时提议钢铁保障配额，预计较2024年减少1000万吨进口量。安..
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