节点:上游(原材料/资源端)位置:上游情绪:利空参考度:10/10
美国依据232条款对钢铁加征50%关税后,欧洲对美钢铁出口大幅下滑。2025年7月至2026年3月,欧洲对美钢铁发货量同比下降34%,至194万吨。市场层面的核心影响在于钢铁行业区域化趋势加剧。
鉴于美国关税持续限制进口,欧盟亦准备自7月1日起收紧保障..25%上调至50%。此举旨在防止从美国市场转移的钢铁流入欧洲。
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