节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
根据巴西钢铁协会（IABr）的数据，2025年11月巴西粗钢产量达到280万吨，与2024年11月的278.1万吨相当。按相同比较基准，轧制品产量增长3.0%至201.1万吨，其中扁平材产量增长13.7%至116.3万吨，长材产量下降8.8%至84.8万吨。同样，钢材国内销量下降3.5%至174.8万吨，钢材表观消费量下降1.9%至215万吨；出口量增长116.2%至103.5万吨，进口量增长17.5%至46.9万吨。
对比2025年与2024年前11个月的数据，粗钢产量下降1.5%至3077.8万吨，轧制品产 ..
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