位置：中游情绪：利空参考度：1/10
根据反倾销委员会第2026/044号公告，澳大利亚确认自2026年5月4日起，对中国进口热轧卷钢征收3.4%的反补贴税。
宝山钢铁、宝钢湛江钢铁、上海梅山钢铁及中国湖南华菱涟源钢铁豁免该特定补贴税，其他中国供应商均需按新税率缴纳。
此次裁定排除部分专用材料，其中符合GB/T 1591-2008及后续版本标准的Q690MD级热轧合金钢不予征税；符Ő..
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