铁矿石概念股普跌 铁矿石期价接近跌停
Ge Long Hui·2025-10-02 02:49

Group 1 - Iron ore concept stocks experienced a widespread decline, with Hong Kong's Iron Ore Holdings (1029.HK) dropping by 13.66% and Easy Dazhong (1733.HK) falling nearly 4% [1] - The Dalian Commodity Exchange's main iron ore contract fell nearly 5%, breaking below 700 yuan/ton, currently reported at 697 yuan/ton, marking a potential fourth consecutive day of decline [2] - Steel and iron ore port inventories increased last week, indicating weak steel demand, while Vale's largest iron ore mine resumed production, leading to seasonal increases in shipments from Australia and Brazil, easing supply constraints [4] Group 2 - The Platts iron ore index recently dropped to $108.45, reaching a one-and-a-half-month low, reflecting significant pressure on high-grade iron ore premiums [4] - Global macroeconomic sentiment has weakened, exerting considerable pressure on iron ore demand [5]