铁矿石早报-2025-04-03

Report Summary 1. Investment Rating - The provided content does not mention the industry investment rating. 2. Core View - The provided content does not present a clear core view. It mainly offers detailed data on the spot and forward markets of iron ore, including prices, daily and weekly changes, and import profits. 3. Summary by Relevant Catalogs Spot Market - Prices and Changes: The latest price of the Platts 62 index is $104.10, with a daily change of $0.25 and a weekly change of $0.95. Newman powder is priced at 781 yuan, down 1 yuan daily and up 7 yuan weekly. PB powder is at 788 yuan, up 1 yuan daily and 8 yuan weekly. Various other iron ore varieties also show different price changes [1]. - Import Profits: Import profits vary among different iron ore varieties. For example, Newman powder has an import profit of -32.73 yuan, while the mixed powder has an import profit of 2.80 yuan [1]. Forward Market - Prices and Changes: On the Singapore Exchange, FE01 is at $96.63, up $1.70 daily and $0.94 weekly. FE05 is at $102.89, up $1.90 daily and $1.56 weekly [1]. Futures Market - Prices and Changes: On the Dalian Commodity Exchange, i2601 is at 726.0 yuan, down 0.5 yuan daily and up 10.0 yuan weekly. i2505 is at 791.5 yuan, down 0.5 yuan daily and up 11.5 yuan weekly [1]. - Basis and Spreads: The basis and spreads between different contracts and between the domestic and foreign markets are also provided. For example, the basis of i2601 is 86.5 yuan, with a daily change of 4.8 yuan and a weekly change of 1.9 yuan [1].