月底政治局会议即将来临 铁矿石仍区间震荡对待

Core Viewpoint - Iron ore futures are experiencing a slight decline, with the main contract reported at 789.0 yuan, down 0.44% [1] Group 1: Market Analysis - New Century Futures suggests a strategy of going long on RB2601 and short on I2601 contracts, indicating a focus on "anti-involution and stable growth" [1] - Dongwu Futures highlights a near-term strength in iron ore due to low shipments and high steel mill profits, while cautioning about long-term concerns due to new capacity releases [2] - Donghai Futures notes that iron ore prices are expected to remain in a range-bound trading pattern, with limited demand growth anticipated [3] Group 2: Supply and Demand Dynamics - Global iron ore shipments totaled 32.09 million tons, an increase of 918,000 tons month-on-month, indicating a continued loose supply [1] - Recent data shows a slight decrease in iron water production, with a drop of 0.21 million tons to 2.4223 million tons, yet remaining at a high level [1] - The upcoming political bureau meeting is expected to influence macroeconomic policies, with a focus on potential production cuts in the steel sector [1]