节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
受需求疲软影响，2026年1月日本钢材出口量为228万吨，同比下降8.2%。
1月板材出口同比大幅下滑30.2%，维持低位。当月最大出口目的地为泰国，其次是韩国。不过，对中国出口时隔四个月首次回升，同..
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