节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
据市场知情人士透露，美国近期调整232关税政策，或推动墨西哥制造业钢材需求企稳回升，预计不会对正在推进的美墨加协定（USMCA）谈判产生实质性干扰。
分析指出，墨西哥制造业或重新转向国内钢材供应，进而带动面向美国出口的成品用钢需求增长。不过，关税调整对螺纹钢、型钢等核心钢材产品的直接影响相对有限，政策重点更多聚焦于含钢下游制成品，如..
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