节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
拉美钢铁行业近期发出预警，全球产能过剩、进口激增叠加地区需求疲软的多重压力，或将在2026年前加速该地区的去工业化进程。
拉丁美洲钢铁协会（ALACERO）在2026愿景报告中指出，进口钢材及含钢制成品的流入量屡创新高，且其售价普遍低于本地生产成本，正给本土钢铁企业带来严峻的竞争压力。报告将中国在...汽车、机械和建筑材料等下游产业的竞争力。
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