节点：下游（终端消费/应用）位置：下游情绪：利空参考度：3/10
巴西主管部门2月6日发布公告，决定延长对原产于中国及俄罗斯的碳钢盘条反倾销调查期限。该调查于2025年6月17日正式启动，2月5日已就倾销行为及对巴西国内钢铁产业的实质性损害作出肯定性初裁，但当局暂未提议征收临时反倾销税。涉案产品涵盖NCM编码7213.20.00、7213.91.10等项下的碳钢盘条，此类产品广泛应用于建筑、制造业等领域，是巴西钢铁市场的重要贸易品类。
本次调查由巴西钢铁龙头企业安赛乐米塔尔巴西公司与盖尔道联合发起，据巴西外贸秘书处披露，两家企业合计占据该..
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