节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
据欧洲钢铁协会（EUROFER）发布的最新数据，自美国政府实施50%钢铁关税以来，欧洲对美钢铁出口量下降了三分之一。该协会报告称，在2025年6月4日关税实施后的三个季度内，欧盟对美钢铁出口同比下降34%。同期出口量从293万吨降至194万吨。
关税持续对欧洲钢铁行业造成压力。这50%的关税是根据美国232条款框架实施的，后来扩大到涵盖一系列钢铁密集型下游产品。据EUROFER称，钢铁和铝仍是唯一仍需缴纳美国全额50%关税的行业，这些措施持续影响欧洲钢铁生产商和制造业供应链。该协会表示，出口量的大幅下降表明关税对跨大西洋钢铁贸易的持续影响。
欧盟-美国贸易协议包含保障条款。这些数据是在...
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