铁矿石到货、发运周度数据（2025年第25周）-20250624

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - Domestic arrivals at 47 ports reached 27.729 million tons, a significant rebound to a year - high, mainly due to increased arrivals of Brazilian ore [2]. - Overseas ore shipments rebounded again, with the total shipments from 19 global ports reaching 35.067 million tons, climbing to a high level. The shipments of major miners were active [2]. - Based on shipping schedules, the arrivals of Australian and Brazilian ore at domestic ports are expected to remain stable at a high level, and overseas ore supply will remain high [2]. 3. Summary by Directory 3.1. Ore Arrival and Shipment Data - Arrival Volume - Northern six - port arrivals were 11.536 million tons, a week - on - week decrease of 654,000 tons (-5.37%) but a month - on - month increase of 947,000 tons (8.94%) [3]. - National 45 - port arrivals were 25.627 million tons, a week - on - week increase of 1.782 million tons (7.47%) and a month - on - month increase of 4.114 million tons (19.12%) [3]. - National 47 - port arrivals were 27.729 million tons, a week - on - week increase of 2.554 million tons (10.14%) and a month - on - month increase of 4.288 million tons (18.29%) [3]. - National 47 - port Australian ore arrivals were 18.245 million tons, a week - on - week increase of 191,000 tons (1.06%) and a month - on - month increase of 1.995 million tons (12.28%) [3]. - National 47 - port Brazilian ore arrivals were 6.732 million tons, a week - on - week increase of 2.803 million tons (71.34%) and a month - on - month increase of 1.993 million tons (42.06%) [3]. - National 47 - port other ore arrivals were 2.752 million tons, a week - on - week decrease of 440,000 tons (-13.78%) but a month - on - month increase of 300,000 tons (12.23%) [3]. - Shipment Volume - Australian shipments (original caliber) were 18.84 million tons, a week - on - week increase of 785,000 tons (4.35%) and a month - on - month increase of 1.129 million tons (6.37%) [3]. - Shipments to China from Australia were 16.131 million tons, a week - on - week decrease of 108,000 tons (-0.67%) but a month - on - month increase of 704,000 tons (4.56%) [3]. - Brazilian shipments (original caliber) were 8.584 million tons, a week - on - week increase of 1.865 million tons (27.76%) and a month - on - month increase of 1.328 million tons (18.30%) [3]. - Global 19 - port shipments were 35.067 million tons, a week - on - week increase of 1.54 million tons (4.59%) and a month - on - month increase of 3.18 million tons (9.97%) [3]. - Australian shipments from 19 global ports were 20.681 million tons, a week - on - week increase of 745,000 tons (3.74%) and a month - on - month increase of 549,000 tons (2.73%) [3]. - Brazilian shipments from 19 global ports were 9.417 million tons, a week - on - week increase of 1.691 million tons (21.89%) and a month - on - month increase of 1.649 million tons (21.23%) [3]. - Other shipments from 19 global ports were 4.969 million tons, a week - on - week decrease of 896,000 tons (-15.28%) but a month - on - month increase of 982,000 tons (24.63%) [3]. - VALE shipments were 7.191 million tons, a week - on - week increase of 1.4865 million tons (26.06%) and a month - on - month increase of 1.1524 million tons (19.08%) [3]. - RIO shipments were 6.679 million tons, a week - on - week decrease of 222,500 tons (-3.22%) and a month - on - month decrease of 60,500 tons (-0.90%) [3]. - Shipments to China from RIO were 5.328 million tons, a week - on - week decrease of 373,000 tons (-6.54%) and a month - on - month decrease of 346,000 tons (-6.10%) [3]. - BHP shipments were 6.665 million tons, a week - on - week increase of 923,500 tons (16.08%) and a month - on - month increase of 354,900 tons (5.62%) [3]. - Shipments to China from BHP were 6.329 million tons, a week - on - week increase of 1.147 million tons (22.13%) and a month - on - month increase of 753,000 tons (13.50%) [3]. - FMG shipments were 4.53 million tons, a week - on - week decrease of 50,600 tons (-1.10%) but a month - on - month increase of 493,200 tons (12.22%) [3]. - Shipments to China from FMG were 3.764 million tons, a week - on - week decrease of 817,000 tons (-17.83%) but a month - on - month increase of 153,000 tons (4.24%) [3]. 3.2. Related Charts - Domestic port arrival volume [5] - Global 19 - port shipment volume [7] - Four major miners' shipment volume [8] - Estimated domestic arrival volume of iron ore [12]