节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
非美墨加协定进口产品超过设定配额的部分将面临50%的关税，其中非自由贸易协定伙伴的配额限制维持在2024年进口量的20%，自由贸易协定伙伴为75%。美国和墨西哥仍享受豁免。
加拿大政府宣布将关键金属关税措施延长一年，以保护国内工人免受全球产能过剩和贸易转移的影响。经官方批准后，针对非美墨加协Ů..钢铁关税配额将持续至2027年6月27日。对符合条件的美国钢铁和铝产品以及适用衍生关税的符合条件钢铁产品的现有横向关税减免，将延续至2027年6月30日。
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