位置:中游情绪:利空参考度:10/10


2025年8月,美国钢铁进口市场面临大幅收缩,与前一年同月相比下降22%。这一急剧下降,尤其是扁钢和螺纹钢进口量的下降,凸显了唐纳德·特朗普总统的232条款关税持续产生的影响,该关税旨在通过对外国钢铁征收进口关税来保护中国生产商。
8月钢铁进口总量达169万公吨,表明对外国钢铁需求持续减少的趋势。其中,热轧卷(HRC)进口量下降38%,冷轧卷(CRC)进口量下降41%,热浸镀锌(HDG)钢进口量暴跌53%。这些降幅分别标志着CRC和HDG进口量连续第六个月和第七个月同比下降。

关税导致钢铁进口量减少,使美国钢铁厂在中国市场占据了更大份额。然而,整个夏季到初秋,中国需求仍然低迷。中国生产商急于争取业务,展开激烈的价格竞争,导致中国价格下降。
尽管中国钢铁价格具有ǫ..

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