Group 1 - The domestic futures market for black metals is experiencing a downward trend, with iron ore futures showing a decline of 1.74% as of the latest trading session [1] - Steel mills have resumed production, leading to strong demand for iron ore driven by profit incentives, with iron water output returning to previous levels [1] - Global iron ore shipments have recently decreased, particularly due to disruptions in Australian shipments, while port inventory is being depleted rapidly [1] Group 2 - Despite a rebound in iron ore imports and domestic production in the second quarter, the year-on-year decline in the first eight months remains unchanged [2] - The absolute amount of iron ore port inventory is lower than the same period last year, indicating a supportive supply-demand balance for prices in the short term [2] - The recent Federal Reserve interest rate cut has improved market sentiment, and the combination of steel mill production resumption and pre-holiday inventory replenishment is expected to lead to a strong oscillation in iron ore prices [2]
国庆假期前存补库需求 铁矿石后市维持看涨格局
Jin Tou Wang·2025-09-26 07:56