节点：钢材下游制造位置：下游情绪：利空参考度：6/10


分析师表示，美国拟对废铜出口设置限制，旨在降低对海外金属生产的依赖，但该举措不太可能产生太大影响，因当前出口量已低于计划上限。

铜是发电、输电行业，人工智能、数据中心以及电动汽车领域的关键材料。周三白宫在新关税声明中称，将要求全球最大废铜出口国美国所产优质废铜的25% 在国内销售，以促进利用废铜作为原材料的国内精炼铜生产。

该行政命令未对“优质”作出定义，也未明确国内使用要求何时开始，不过商务部的另一份报告称是2027年。

高盛分析师周四在一份报告中指出，贸易流不太可能因此...

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