Krungthai COMPASS วิเคราะห์ผลกระทบต่ออุตสาหกรรมเหล็กและอะลูมิเนียมไทย หลังสหรัฐฯ ประกาศขึ้นภาษีนำเข้า 25%

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สำนักข่าวอีไฟแนนซ์ไทย- -14 ก.พ. 68 11:43 น. Key Highlights • Krungthai COMPASS ประเมินเบื้องต้น (Initial Assessment) ว่าการขึ้นภาษีนำเข้าเหล็กและอะลูมิเนียม 25% ของสหรัฐฯ จะส่ง “ผลกระทบทางตรง”(ความเสี่ยงที่จะส่งออกไปสหรัฐฯ ได้ลดลง) ทั้งต่อผลิตภัณฑ์เหล็กและอะลูมิเนียม อย่างไรก็ดี มองว่าเหล็กอาจได้รับผลกระทบมากกว่าเนื่องจากไทยมีสัดส่วนการส่งออกเหล็กไปสหรัฐฯ ถึง 33.3% สูงกว่าอะลูมิเนียมที่พึ่งพาตลาดสหรัฐฯ ราว 13.8% • นอกจากนี้ ยังต้องจับตา “ผลกระทบทางอ้อม” จากแนวโน้มการทะลักเข้ามาของเหล็กและอะลูมิเนียมจากจีน

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