位置：中游情绪：利空参考度：5/10
美国钢铁协会（AISI）呼吁加强贸易行动以应对全球钢铁产能过剩问题，警告称该问题持续威胁美国国内产业及制造业就业的可持续性。在向美国贸易代表办公室提交的301条款调查材料中，AISI指出2025年全球钢铁过剩产能约达6.4亿吨，预计未来几年将持续增长。尽管全球需求下滑，但受政府补贴及非市场政策驱动，产能仍在扩张。
出口增长与贸易扭曲加剧压力。AISI称，过剩产能导致产能过剩国家出口增加，挤占包括美国在内其他市场的国内生产。该协会指出，面临进口压力的国家常通过增加自身出口应对，形成进一步扰乱全球市场的循环。中国仍是产能过剩问题核心：AISI强调，中国仍是全球产能过剩的最大贡献者，占过...
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