Group 1 - Iron ore futures experienced a rapid increase, reaching a peak of 825.5 yuan, with a current price of 824.0 yuan, reflecting a rise of 3.58% [1] - Institutions have varying views on the future of iron ore prices, with East Wu Futures recommending light positions, citing stable fundamentals but high port inventories that may suppress price increases [2] - Shenwan Hongyuan Futures expects short-term iron ore prices to continue fluctuating slightly higher, driven by increased shipments from Brazil and a slight recovery in domestic high furnace operating rates [3] Group 2 - Donghai Futures anticipates a short-term outlook of fluctuating prices, influenced by significant increases in other metals and a slight recovery in steel mill profitability, leading to improved demand for iron ore [3] - The global iron ore shipment volume decreased by 4.634 million tons week-on-week, while port inventories continued to rise, indicating a complex supply-demand dynamic [3] - Key factors influencing iron ore prices include the pace of declining pig iron production and the timing of price bottoms, with expectations of a slightly stronger market in the short term [3]
年底政策预期叠加冬储行情 铁矿石或延续偏强震荡
Jin Tou Wang·2026-01-07 07:05