节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
英国政府于2026年3月19日发布新法规，自同年7月1日起对钢铁进口实施永久性贸易措施。免税进口配额总量在现行钢铁保障机制基础上整体削减60%，超配额进口产品关税税率将由现行25%提升至50%。
新规覆盖板材、带材、管材、型材、线材及钢筋等20个产品类别，均为英国本土具备产能的钢铁品类。英国政府表示，该措施旨在保护本土钢铁产业，强化关键基础设施及国防供应链的本土生产能力。
政府援引经合组织（OECD）数据称，预计2027年全球钢铁产能过剩规模将达7.21亿吨，对市场价格及生产活动构成持续压力。过去十年英国粗钢产量降幅超50%，新措施致力于扭转此趋势，增强行业 ..
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