节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
3月24日欧盟与澳大利亚达成近八年谈判的全面贸易协定，系美盟友在地缘政治不确定性加剧下重构经济关系的最新举措。协定取消双方绝大多数商品关税：欧盟取消约98%澳葡萄酒、乳制品、小麦、大麦及海产品等进口关税，澳大利亚取消超99%欧盟乳制品、汽车、化工产品关税；澳关键矿产（铝、锂、锰等）对欧出口近零关税，助力欧盟保障关键原材料供应安全。
经济层面，欧盟作为澳大利亚第二大外资来源，其投资规模预计增长超87%ϼ..
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