库存攀升及淡水河谷产量超预期加剧供应担忧 铁矿石期货价格三连跌

Group 1 - The core viewpoint of the article highlights concerns over oversupply in the iron ore market, driven by increasing inventories in China and higher-than-expected production from Vale [1] - Iron ore prices have fallen for three consecutive days, with futures dropping 1.7% to $97.90 per ton, potentially marking the longest losing streak since June if it continues for a fifth week [1] - Chinese port inventories of steelmaking raw materials rose by 0.5% week-on-week to approximately 161 million tons, marking an 11-week increase and nearing historical highs, indicating that supply growth has outpaced demand [1] Group 2 - Vale reported an iron ore production of 90.4 million tons in the last quarter, exceeding analyst expectations and annual production guidance, surpassing competitor Rio Tinto [1] - Increased supply from Australia and Brazil, coupled with weak demand, continues to exert downward pressure on iron ore prices, which have declined by approximately 7% this year [1]