位置：中游情绪：利空参考度：4/10
墨西哥钢铁行业正面临严重危机，原因是中国高补贴钢铁出口创纪录增长以及全球产能过剩问题令人担忧，经济合作与发展组织（OECD）预计到2028年全球过剩产能将达7.45亿吨。
大量低价钢材涌入导致墨西哥钢铁产量和消费量分别大幅下降6%和10%，使其全球钢铁消费排名跌至第十位。
为规避美国贸易防御措施，中国出口商采取三角贸易及规避手段，将半成品钢材对东南亚出口量增加300%，经简单加工Ő..
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