Group 1: Market Overview - China's total iron ore arrivals at 47 ports reached 29.281 million tons, an increase of 3.589 million tons week-on-week [1] - Total iron ore arrivals at 45 ports in China were 27.234 million tons, up by 2.429 million tons week-on-week [1] - Global iron ore shipments totaled 35.925 million tons, increasing by 2.240 million tons week-on-week [1] Group 2: Supply and Demand Dynamics - Global iron ore shipments are expected to remain strong, maintaining seasonal highs, while domestic port inventories continue to rise, reaching a new annual high [2] - The average daily port throughput is 3.192 million tons, with a slight increase of 0.074 million tons [1] - Steel mills are experiencing poor profitability, leading to a seasonal reduction in iron production [2] Group 3: Price and Market Sentiment - The iron ore market is currently characterized by a loose supply-demand balance, with short-term price fluctuations influenced by market sentiment and capital speculation [3] - The current trading logic has returned to fundamental drivers, with short-term iron ore prices expected to show weak fluctuations [3] - The structural increase in port storage costs may accelerate the flow of related spot transactions [2]
铁矿石供需偏宽松 整体盘面走势有震荡下行压力
Jin Tou Wang·2025-12-15 07:09