光期黑色：铁矿石基差及价差监测日报-20250430

Group 1: Report Overview - The report is the "Iron Ore Basis and Spread Monitoring Daily Report" by Guangda Futures Research, dated April 30, 2025 [1] Group 2: Futures Contract Information - For futures contracts, I05 closed at 764.0 today (up 1.0 from the previous day), I09 at 709.0 (down 1.5), and I01 at 684.5 (up 0.5) [2] - The I05 - I09 spread is 55.0 today (up 2.5), I09 - I01 is 24.5 (down 2.0), and I01 - I05 is -79.5 (down 0.5) [2] Group 3: Basis Data - For various iron ore varieties, the basis and its changes are presented. For example, the basis of Carajás fines is 96 today (up 2 from the previous day), and that of BRBF is 89 (down 2) [5] Group 4: Contract and Rule Adjustments - According to the Dalian Commodity Exchange, from the I2202 contract, 4 new deliverable varieties (Benxi Concentrate, IOC6, KUMBA, Ukrainian Concentrate) are added with a brand premium of 0 [11] - The brand premiums of existing varieties are adjusted. Only PB fines, BRBF, and Carajás fines have a brand premium of 15 yuan/ton, and others are 0 [11] - The allowable range of iron grade and other element indicators for substitutes is adjusted, and a dynamic adjustment mechanism for the premium of iron element indicators is introduced [11] - From the I2312 contract, Taigang Concentrate, Magang Concentrate, Minmetals Standard Fines, and SP10 Fines are added as deliverable brands with a brand premium of 0 [11] Group 5: Variety Spread Information - For variety spreads, the PB lump - PB fines spread is 141.0 today (up 5.0), and the PB fines - mixed fines spread is 96.0 (down 2.0) [13] Group 6: Research Team Introduction - The black research team includes Qiu Yuecheng, Zhang Xiaojin, Liu Xi, and Zhang Chunjie, each with rich experience and relevant qualifications [23]