「英中对照」伊朗冲突推高美国建筑价格至近四年高位

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Dive Brief 深度简报

Higher fuel costs coupled with tariff impacts on key materials drove construction prices up 11.2% year over year in September.燃油成本上涨叠加关税对关键材料的影响，推动9月份建筑价格同比上涨11.2%。

Published Oct. 16, 2026 发布于2026年10月16日

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Dive Brief:深度简报：

• Construction input prices jumped 2.2% month over month in September and 11.2% year over year, the largest annual increase in nearly four years, according to an Associated Builders and Contractors analysis of federal Producer Price Index data released Thursday.建筑投入品价格环比上涨2.2%，同比上涨11.2%，为近四年来最大年度涨幅。这是根据美国联合建筑商与承包商协会（ABC）对周四发布的联邦生产者价格指数数据所做的分析。
• Higher fuel costs caused by the conflict in Iran, coupled with tariff impacts on key materials, drove a substantial portion of the increase during the month, according to the ABC analysis, which focuses on the prices for physical commodities used in construction.ABC的分析聚焦于建筑所用实物商品的价格。分析指出，伊朗冲突导致的燃油成本上升，加上关税对关键材料的影响，构成了当月涨幅的很大一部分。
• Due to lingering escalations in materials prices, more than one in four contractors now expect profit margins to contract over the next six months, said Anirban Basu, ABC chief economist.ABC首席经济学家Anirban Basu表示，由于材料价格持续上涨，目前超过四分之一的承包商预计未来六个月利润率将收缩。

Dive Insight:深度洞察：

Construction firms are absorbing most of the cost increases amid the soft demand for projects outside of the data center boom, according to analysis by the Associated General Contractors of America.根据美国总承包商协会（AGC）的分析，在数据中心建设热潮之外的项目需求疲软的背景下，建筑企业正自行消化大部分成本上涨。

The largest price increases affected petroleum products, according to the AGC analysis, which, in addition to goods prices, includes costs for construction services. Metals prices have also jumped sharply since President Donald Trump introduced tariffs last year.AGC的分析显示，涨幅最大的是石油产品。该分析除商品价格外，还包括建筑服务成本。自特朗普总统去年开征关税以来，金属价格也大幅上涨。

In addition to pricing, contractors are encountering extreme challenges around material availability, with suppliers’ order books full through spring of 2027, per AGC. Some firms have been told they will only receive a small fraction of the steel beams they had ordered and that alternative suppliers are refusing orders from new customers, according to AGC. 除价格问题外，承包商在材料供应方面也面临极端挑战。据AGC称，供应商的订单已排满至2027年春季。一些企业被告知只能收到所订购钢梁的一小部分，而其他供应商则拒绝接受新客户的订单。 

“Construction firms are being hit by a double whammy of tariff- and war-induced materials cost increases as higher metals and fuel costs permeate an ever-wider range of prices,” Ken Simonson, AGC chief economist, said in the report. “Making matters worse, lead times for key steel components have lengthened, making it harder for contractors to keep projects on schedule.”“建筑公司正遭受关税与战争引发的材料成本上涨的双重打击，金属和燃料价格上涨正波及越来越广泛的价格领域，”AGC首席经济学家Ken Simonson在报告中表示。“雪上加霜的是，关键钢铁构件的交货周期已经延长，使承包商更难让项目按计划推进。”

To handle costs and soft demand, AGC officials urged Congress to address trade disputes, and to pass a new multi-year surface transportation bill. The funds are critical for the construction industry, particularly since infrastructure work serves as one of the few reliable sources of construction outside of the data center boom.为应对成本和需求疲软，AGC官员敦促国会解决贸易争端，并通过一项新的多年期地面交通法案。这些资金对建筑行业至关重要，尤其是因为在数据中心热潮之外，基础设施工程是为数不多的可靠建筑业务来源之一。

“Having a new transportation bill is necessary before states plan for and launch major projects that boost demand for construction and create opportunities for economic growth,” AGC CEO Jeffrey Shoaf said in the report. “Resolving trade disputes will ease the price uncertainty that slows private construction.”“在各州规划并启动能够提振建筑需求、创造经济增长机遇的重大项目之前，出台一项新的交通法案是必要的，”AGC首席执行官Jeffrey Shoaf在报告中表示。“解决贸易争端将缓解拖累私营建筑业务的价格不确定性。”