位置：下游情绪：利空参考度：2/10
印尼国有钢铁巨头Krakatau Steel总裁于国会听证会上明确指出，受美国总统特朗普新关税政策的影响，印尼钢铁产业正处于“历史最低点”。美国针对所有进口钢铁征收19%报复性关税以及50%额外关税的政策，极有可能促使中国钢材大规模向东南亚市场转移。
鉴于该地区国家保护措施相对薄弱，印尼本土钢铁企业，包含Krakatau Steel及其下游产业，将会面临巨大的竞争压力。该总裁呼吁以此为契机，对进口贸易体系进行重构，强化对本土..
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