节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
加拿大已确认将现有钢铁和铝的关税配额（TRQs）及优惠进口关税延长一年。财政部长弗朗索瓦-菲利普·尚帕涅宣布，这些旨在保护国内生产商免受全球产能过剩风险的措施将持续至2027年6月下旬。该政策旨在为加拿大制造商维持稳定，同时在波动的国际贸易环境中保障国内就业。
此延长举措强化了加拿大当前的贸易防御框架，确保钢铁和铝市场条件对利益相关方保持可预测性。通过维持这些TRQs，政府致力于为国内生产商和依赖全球供应链的进口商提供长期确定性。加拿大-美国-墨西哥协定（CUSMA/USMCA）下的伙伴将继续享受现有豁免，维持北美贸易关系现状。
对于非自由贸易协定伙伴，现行配额结构保持不变：进口量允许达到2024年进口额的20%，而来自自由贸易协定国家的进口量设Ů..
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