内需支撑偏弱 铁矿石期货预计区间震荡思路对待
Jin Tou Wang·2025-12-17 06:59

Core Viewpoint - Iron ore futures are experiencing high volatility, with the main contract reaching a peak of 769.5 yuan and currently trading at 769.0 yuan, reflecting a 1.38% increase [1] Group 1: Market Analysis - Jin Xin Futures maintains a broad fluctuation outlook for iron ore, citing a relaxed supply expectation due to the commissioning of the Ximangdu project, while demand remains weak, particularly in real estate and infrastructure [2] - New Century Futures identifies a strategy to seek short-selling opportunities on rebounds, emphasizing the ongoing narrative of "loose supply, low demand, and port inventory accumulation," with a projected increase in global mine output by 64-65 million tons by 2026, outpacing crude steel growth [3] - Donghai Futures anticipates a short-term range-bound trading approach for iron ore, noting a decline in iron water production below 2.3 million tons and a significant drop in steel mill inventories, while global iron ore shipments and arrivals have increased [3]

内需支撑偏弱 铁矿石期货预计区间震荡思路对待 - Reportify