需求端超预期回升支撑 铁矿石主力合约偏强震荡

Core Viewpoints - Iron ore futures showed a strong fluctuation, with the main contract reaching a peak of 789.0 yuan and closing at 788.5 yuan, reflecting a 1.81% increase [1] Group 1: Market Analysis - Zhengxin Futures expects that there is still room for a price correction in iron ore [1] - Zhongcai Futures predicts that iron ore prices will experience fluctuations, with a strong supply and weak demand overall [2] - Donghai Futures anticipates that iron ore will be treated with a range-bound fluctuation approach in the short term [3] Group 2: Supply and Demand Dynamics - Zhengxin Futures notes that while the supply has tightened recently, the demand for iron water production has rebounded, but the increase in production capacity is expected to be limited due to profit levels [1] - Zhongcai Futures highlights that the supply side has seen a decline in shipment and arrival volumes, but overall remains at a high level, with expectations of a slight increase in future shipments [2] - Donghai Futures reports a decrease in iron ore shipment volume by 1.448 million tons and a decrease in arrival volume by 4.772 million tons, indicating an oversupply in the market [3] Group 3: Inventory Trends - Zhengxin Futures indicates that port inventories are still accumulating due to increased arrivals, while steel mill inventories have shown a slight increase [1] - Zhongcai Futures mentions that steel mills are primarily purchasing based on demand, leading to a slight accumulation of port inventories [2] - Donghai Futures states that port inventories have increased by 1.9 million tons, reflecting an ongoing oversupply situation [3]