Group 1 - The domestic futures market for black metals showed a strong performance, with iron ore futures opening at 790.0 CNY/ton and reaching a high of 801.5 CNY, reflecting a 2.17% increase [1] - The total global iron ore shipment decreased by 151,000 tons to 30.467 million tons, while the port arrival volume also fell by 1.259 million tons to 23.819 million tons [1] - Daily average pig iron production slightly decreased by 0.39 thousand tons to 240.32 thousand tons, indicating resilient demand despite a minor decline [1] Group 2 - Iron ore shipments and arrivals are expected to rise, but the overall supply remains weak, with steel mills actively replenishing stocks due to favorable profit margins [2] - The impact of typhoons is subsiding, leading to a slight increase in port inventories, while the fundamental outlook for iron ore remains strong [2] - The black metal sector's price movements are primarily influenced by macroeconomic sentiment, with iron ore prices expected to stabilize at high levels due to sustained production from steel mills [2]
铁矿石基本面现实偏强 预计短期维持区间震荡
Jin Tou Wang·2025-08-12 05:51