节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
根据巴西钢铁协会（IABR）的数据，2026年5月巴西粗钢产量达到276.9万吨，而2025年5月为270.9万吨。
同比来看，轧制品产量增长0.7%至203万吨，其中扁平材产量增长3.0%至122.7万吨，长材产量下降2.5%至80.3万吨。
同样，国内钢材产品销量增长1.3%至180万吨，钢材产品表观消费量下降14.1%至210万吨，出口量下降62.4%至64.5万吨，进口量下降55.4%至31.2...
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