节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10
华盛顿与北京的贸易谈判，以及美国-墨西哥-加拿大协定（USMCA）的持续审查，仍是全球钢铁市场情绪的主要驱动因素。尽管近期外交努力引发关注，但美国232条款钢铁关税及301条款贸易调查仍主导政策格局。这些保护主义措施叠加更广泛的地缘政治紧张，为制造商及采购经理在波动供应链中运作营造了复杂环境。
尽管高层外交磋商不断，美国贸易政策的结构性支柱仍未改变。针对钢铁进口的232条款50%关税持续构成外国出口商的重大壁垒。此外，美国贸易代表办公室的301条款调查拟对多达60个国家的进口商品加征额外关税。这些措施旨在替代此前被认定为非法的“互惠”关税，确保美国在2026年下半年及以后维持强硬的进口Ŀ..
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