节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
HS2最大承包商之一已提出担忧，称英国政府将进口钢铁关税翻倍的决定，将显著加剧本已承压的建筑业成本压力。
英国政府上周出台该措施，同时减少海外可采购的钢铁数量，其公开目标是保护英国处境艰难的本土钢铁制造商。
然而，该政策预计将在建筑业特别脆弱的时期推高钢铁价格——..000亿英镑的HS2铁路项目预算持续飙升引发焦虑，材料成本上涨对该项目财务可行性构成严重威胁。
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