因产能受限 铁矿石价格有望实现今年首次月度连涨

Group 1 - The core viewpoint is that iron ore prices are expected to rise for the second consecutive month due to production cuts in Tangshan steel mills and a new regulatory framework from the Chinese government aimed at controlling steel production capacity and output [1][4] - The Singapore iron ore futures price is stable at around $104 per ton, with an increase of nearly 5% in August, while the Dalian Commodity Exchange's iron ore main contract is likely to achieve a third consecutive month of increase [1][4] - China's plan to strictly control steel production capacity and reduce output has led to a nearly 2% surge in futures prices, which may improve the financial situation of struggling steel mills and subsequently raise the price of iron ore [4] Group 2 - Mysteel's data indicates that the overall demand and inventory pressure for five major steel products are moderate, which is favorable for the production peak expected in September and October [4] - As of the report, the Singapore iron ore futures price is flat at $104.20 per ton, with an increase of over 4.5% this month, while the Dalian iron ore futures price has decreased by 0.4% but increased by 1.1% in August [4] - In the black metal market, futures contracts for hot-rolled coils and rebar show mixed performance, while Dalian coking coal futures contracts have decreased by 2% [4]