Group 1 - The current spot price of iron ore at Qingdao Port is 768 CNY/wet ton, with a basis of 32.81 CNY/ton and a basis rate of 4.02% [1] - As of August 4, 2025, the spot prices for iron ore at various ports are as follows: Jiangyin Port at 733 CNY, Caofeidian Port at 740 CNY, Tianjin Port at 710 CNY, and Qingdao Port at 739 CNY for Indian 62% grade powder [1] - The futures market closed on August 4 with the main iron ore contract at 790.5 CNY/ton, reflecting a 0.76% increase, with a trading volume of 262,794 contracts [1] Group 2 - From July 28 to August 3, 2025, the total iron ore arrivals at 47 Chinese ports reached 26.224 million tons, an increase of 3.027 million tons week-on-week [3] - The total global iron ore shipments during the same period were 30.618 million tons, a decrease of 1.391 million tons, with Australia and Brazil contributing 25.322 million tons, down by 2.237 million tons [3] Group 3 - According to Longjiang Futures research, the market is reacting to events such as military parades, crude steel production limits, and blast furnace maintenance, indicating a potential decline in iron water demand [4] - Despite the anticipated decline, the overall impact on iron ore prices is expected to be positive due to potential macroeconomic benefits in the fourth quarter, leading to a strong performance in the iron ore market [4]
原料端利好铁矿石 预计价格震荡偏强运行
Jin Tou Wang·2025-08-04 09:02