节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
50%关税于第三季度正式生效后，美国钢材进口规模出现显著收缩。其中扁平材进口量同比暴跌超35%，9月进口份额降至年内最低水平。据美国钢铁协会（AISI）发布的数据，第三季度美国钢材进口量约为514万吨，同比减少18.2%，环比第二季度亦下降16.8%。
分产品类型看，占进口总量约33%的扁平材第三季度进口量为168万吨，同比大幅下滑35.6%。其中热镀锌板进口降幅最为突出，同比锐减48.1%；热轧卷、冷轧板等其他扁平材产品同比降幅亦接近40%。从进口Ɲ..
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