市场需求有所好转 铁矿石主力合约站上800关口

Core Viewpoint - Iron ore futures experienced a rapid increase, reaching a peak of 803.0 yuan, with a current price of 800.5 yuan, reflecting a rise of 3.09% [1] Group 1: Market Analysis - Yide Futures indicates that iron ore still has bullish support and remains a buy due to high supply levels and sufficient steel mill profits, with expectations driven by winter stockpiling and valuation recovery [2] - New Century Futures highlights a persistent theme of "loose supply, low demand, and port accumulation," with expectations for a decline in steel exports due to new licensing regulations, suggesting a bearish outlook for raw materials [3] - Donghai Futures anticipates a short-term range-bound movement for iron ore prices, influenced by a slight recovery in iron water production and steel mill profitability, while noting an increase in port inventories [3]