节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:8/10


2025年,受“232条款”50%关税政策影响,美国钢铁行业产量实现增长,本土企业发货量同步提升。美国钢铁制造商协会执行副总裁布兰登·法里斯指出,过去数十年间,“232钢铁关税”是政府对钢铁行业最具影响力的政策举措,2025年美国钢铁产量同比增加30万吨。

美国钢铁协会数据表明,2025年美国粗钢总产量同比增长3.36%,在需求疲软背景下仍实现产出增长。业内分析认为,此增长主要归因于2025年3月前总统特朗普重新实施“232钢铁关税”,并于6月将税率上调至50%,有效限制了进口钢材流入美国市场。关税政策下进口钢材受限,推动多家本土企业2025年发货量增长。钢铁动力公司年度ŏ..

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