Group 1 - The iron ore spot transaction volume reached 1 million tons, with prices for PB powder at 751 yuan/ton and super special powder at 634 yuan/ton, indicating a price spread of 117 yuan/ton between high and low-grade products [1] - The futures market saw the main iron ore contract closing at 785.5 yuan/ton, with a daily increase of 1.81%, and trading volume reaching 463,317 lots [1] - The global iron ore shipment volume decreased by 78,000 tons to 29.871 million tons, marking a phase of decline after the seasonal peak in shipments [2] Group 2 - The demand for black metals in the first half of the year was primarily driven by exports, while macroeconomic policies have positively impacted steel demand expectations, particularly in manufacturing, real estate, and infrastructure [3] - The profit levels of steel mills remain healthy, suggesting that iron ore prices may continue to experience strong fluctuations in the short term [3] - Rio Tinto's iron ore shipment target for the Pilbara region remains unchanged at 323-338 million tons for 2025 [2]
宏观政策面持续推动 铁矿石短期或将延续偏强震荡
Jin Tou Wang·2025-07-17 08:56