位置：中游情绪：中性参考度：1/10
据巴西外贸秘书处（Secex）数据，2026年2月巴西板坯出口量激增至79.42万吨，较1月的41.09万吨环比大涨93%。
正如分析师预期，1月暂停对美板坯出口后，2月对美出口恢复，当月对美出口量达53.79万吨，占总出口量的68%。
2月出口数据显示，Ternium对美出口28.79万吨，平均价格592美元/吨；ArcelorMittal Pecem对美出口15.62万吨，平均价格4...00吨，价格490美元/吨，均为FOB条款。
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