节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
2025年前9个月，美国钢铁进口量同比下降8.5%，主要原因是美国政府提高了关税。
8月，特朗普总统将50%的关税扩大到所有钢铁和铝进口产品，其中包括400多种衍生产品，这进一步导致进口量...
1 – 9月期间，成品钢材进口量下降了12.2%。9月，钢铁进口许可证申请总量为165万短吨，较8月下降12%。
美国钢铁协会（AISI）报告称，9月成品钢材进口市场份额降至14%，8月为16%。
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Will the continuous decline in steel imports due to higher tariffs affect the domestic steel – related industries in the US? And considering the Trump administration’s actions, how will other countries respond? Will this lead to trade retaliation that further disrupts the global steel trade market?