港口库存小幅去化 铁矿石盘面短期内依旧偏强

Core Viewpoints - Iron ore futures showed a slight increase of 0.35%, with the main contract reaching a peak of 730.5 yuan and closing at 725.5 yuan [1] - Various institutions have differing views on the short-term outlook for iron ore prices, with some expecting a strong performance while others anticipate a more volatile market [1][2][3] Group 1: Institutional Insights - Wukuang Futures suggests that iron ore pricing may realign towards "weak expectations" due to limited upward momentum after a recent rebound, despite current demand supporting high price levels [1] - Donghai Futures indicates that steel mills are currently profitable, maintaining high iron water production levels, although a decline in production is likely in the future [2] - Guoxin Guozheng Futures notes that while overseas shipments of iron ore have significantly increased, port inventory has slightly decreased, leading to a short-term outlook of price fluctuations [3] Group 2: Market Dynamics - Global iron ore shipments increased by 3.188 million tons week-on-week, but port arrivals fell by 2.896 million tons due to previous shipment declines [2] - The second quarter is traditionally a peak season for iron ore shipments, suggesting potential increases in both shipment and arrival volumes [2] - Port inventory of iron ore decreased by 1.1936 million tons, indicating a tightening supply in the short term [2]