供需强弱变化不明显 铁矿石价格震荡调整

News Summary Core Viewpoint - The global iron ore shipment volume decreased slightly, while Australia and Brazil showed mixed results in their shipments, indicating a complex supply-demand dynamic in the iron ore market [1][2][3]. Group 1: Shipment Data - From July 7 to July 13, the total global iron ore shipment volume was 29.8711 million tons, a decrease of 0.078 million tons compared to the previous period [1]. - Australia and Brazil's total iron ore shipments amounted to 25.588 million tons, an increase of 0.938 million tons [1]. - Australian shipments were 17.383 million tons, a decrease of 0.643 million tons, with shipments to China at 14.301 million tons, down by 0.236 million tons [1]. - Brazilian shipments reached 8.205 million tons, an increase of 0.158 million tons [1]. Group 2: Import and Market Activity - China's iron ore and concentrate imports from January to June totaled 592.205 million tons [1]. - On July 11, the total iron ore transactions at major ports in China were 0.793 million tons, a decrease of 13.14% [1]. - Forward spot transactions amounted to 1.455 million tons [1]. Group 3: Market Sentiment and Demand - The market sentiment is recovering amid ongoing discussions about reducing internal competition, with iron ore demand showing signs of decline as steel consumption enters a seasonal downturn [2][3]. - Steel mills are experiencing production cuts, although these are currently only verbally communicated [2]. - Port inventories are low, leading to fluctuations in iron ore prices despite a gradual easing of supply [2][3].