节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
2026年2月24日至6月23日期间，巴西外贸管理机构Siscomex允许以常规税率进口445,469公吨成品钢材。截至4月22日，配额平均利用率已达56%，而4月1日为50%，具体情况如下：· 卷板：1,284公吨中利用率19%，保持不变；· 热轧卷板（HRC）：36,120公吨中利用率18%，此前为12%；· 冷轧卷板（CRC）：84,203公吨中利用率44%，此前为19%；· 镀锌板：144,28...
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