节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
加拿大钢铁生产商协会（CSPA）主席凯瑟琳・科布登近期公开呼吁，美国应取消对加拿大钢铁出口加征的50%关税。她指出，该政策实施一年以来，已对美加两国产业合作造成结构性冲击。数十年来，加拿大钢铁始终是美国汽车、基建、军工等关键领域的核心供应来源，美国亦为加拿大钢铁的最大出口市场。
受关税影响，加拿大对美钢材出口量2025年同比下降60%，供应链中断、就业压力攀升及地方经济受损等问题显著加剧。贸易争端爆发前，加拿大曾为美国第一大钢材供应国，而当前美国国内钢材需求仍依赖大量进口，关税..
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