节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
据外媒报道，加拿大政府近期将正式颁布钢铁行业专项扶持政策，旨在应对美国高额关税对本国产业造成的冲击。此前，美国总统特朗普对加拿大钢铁和铝产品持续征收50%进口关税，且上月美方因不满安大略省反关税广告，中止钢铝及能源双边关税谈判，使得加拿大钢铁行业急需政策支持以缓解困境。
此次拟推出的核心举措包含两大要点。其一，严格控制非自贸伙伴的进口，将未与加拿大签署自贸协定国家的钢材进口份额，从50%大幅缩减至20%，预计此举可为本土钢企释放约8.54亿加元的国内市场空间。其二，降低物流成本，政府将促使加拿大国家铁路公司下调钢材..
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Will the measures of controlling non – FTA partners’ imports and reducing logistics costs really be enough to help the Canadian steel industry overcome the US tariff shock? Given that the steel producers association previously called for higher import tariffs, why didn’t the government consider this…