节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
美国钢铁协会（AISI）正推动在美墨加协定（USMCA）框架下收紧冶炼与铸造定义，旨在保护区域供应链免受外来金属冲击。在近期论坛上，AISI总裁凯文·登普西阐述了国内钢铁行业的诉求，指出当前存在进口板坯经本地轧制后即被归类为北美原产的漏洞。随着贸易伙伴筹备USMCA审查，美国生产商呼吁制定严格的原产地规则，并要求提高汽车等行业的区域原材料使用门槛。
现行USMCA框架下，外国钢铁板坯可进口至北美，若在区域内进行热轧或冷轧加工，即被认定为本地材料。美国钢铁企业认为，此举使受国家补贴的钢铁得以规避贸易壁垒。为解决这一问题，国内生产商主张实施严格的“冶炼与浇铸”要求，确保整个炼钢流程均在USMCA区域内完成，方可享受优惠待遇。
行业同时推动提高主要制造业供应链的区域含量门槛。美国 ..
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