节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：8/10
美国基础设施需求保持强劲，推动钢价上行。烨辉今年前五个月对美出口量约22万吨，较去年同期均值增长10%，尽管面临美国合计超60%的关税。
欧洲市场方面，公司预计价格将上涨且供应存在缺口，尽管欧盟即将实施进口配额缩减及超配额关税上调，长期前景仍向好。
国内市场层面，烨辉推Ź..铝镁卷材，该产品具备高耐腐蚀性，并提供本地化支持。
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