节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
墨西哥经济部近期于官方公报宣布，正式开启《美墨加协定》（USMCA）审查程序，并邀请相关各方提交意见与建议。此行动与美国贸易代表办公室同期发起的USMCA审查同步推进。
墨西哥总统谢恩鲍姆称，三国已就审查时间达成共识，具体磋商将于2026年开展，协定将持续维持。她强调，即便美国单方面提出关税问题，审查仍是必要议题。当前，墨西哥对美钢铁进口未设关税，但出口至美国的钢铝产品面临50%关税，汽车及零部件关税为25%。
墨西哥钢铁协会（Canacero）公...
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