节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
据欧洲钢铁联盟（EUROFER）最新数据显示，2025年下半年欧盟对美钢铁出口量同比大幅下滑30%，核心驱动因素为美国自2025年6月起对欧洲钢铁及铝制品加征50%Ņ..
欧洲钢铁联盟总干事阿克塞尔·埃格特（Axel Eggert）指出，仅六个月内出口量的显著萎缩，充分印证美国关税政策已对欧洲钢铁产业形成实质性冲击。
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