节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
美国对墨西哥商品加征关税满12个月后，墨西哥汽车出口流向的结构性重构已不再是短期调整——正演变为固化的贸易模式，对金属需求、零部件采购及北美产业战略产生直接影响。
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2025年3月美国对墨西哥进口商品实施全面25%关税时，市场最初预期将出现中断。一年后数据证实，中断已显现，但相关趋势尚未完全明朗。
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