节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
美国官方修订232条款贸易政策，宣布降低特定进口钢铁与铝产品关税。总统签署行政令将指定机械及工业设备的关税从25%下调至15%，政策自2026年6月8日起生效，旨在刺激美国工业基础投资，同时为外国制造商提供通过增加使用美国原产金属降低税负的特定路径。
该公告引入新的10%关税层级，激励外国企业在供应链中更多采用美国冶炼或铸造材料。若外国资本设备含至少85%重量的美国产钢铁或铝，可适用10%税率。此“购买美国”激励措施针对暖通空调及农业设备领域，旨在通过提升美国金属对国际制造商的吸引力，重塑贸易流向。
15%的降低关税适..战略性制造业合作关系。
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