节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10
河钢（Hoa Phat Steel）提价后，越南河静钢铁（Formosa Ha Tinh Steel）亦跟进上调报价，涵盖热轧卷板（HRC）及碳线。此外，越南工贸部近期宣布对中国热轧卷板采取临时反规避措施，对厚度1.2毫米至25.4毫米、宽度超1880毫米的卷板征收27.83%反倾销税。
另一方面，美国政府公布钢铁及铝衍生品关税优化方案，核心是降低下游制造商成本，而非全面放松原材料进口ə..
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