位置：中游情绪：利空参考度：4/10
日本钢铁制造商新日铁的一位高管表示，亚洲地区因中国出口驱动的钢铁长期供应过剩可能接近尾声，有望为市场稳定铺平道路，据媒体报道。
新日铁首席财务官岩井孝彦称，中国出口商在海外维持盈利的难度日益加大，因为区域市场供应过剩，且贸易限制减少了可出口目的地。作为全球最大钢铁生产国，中国扩大出口以抵消房地产行业低迷导致的国内需求疲软。尽管去年总产量下降，但2025年中国钢铁出口量仍增长7.5%，达到创纪录的1.19亿吨。
贸易壁垒与许可制度收紧出口渠道。保护主义抬头，越南、韩国和澳大利亚等国已出台反倾销措施。日本也对部分中、韩钢铁产品（包括热浸镀锌卷材、薄板和带钢）启动反倾销调查。中国虽ȯ..
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