宝城期货铁矿石早报-20250703

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints of the Report - The short - term trend of iron ore prices is strong, but there are concerns about iron ore demand, and the supply is stable. The improvement of the supply - demand pattern is limited, so be cautiously optimistic about the upward height and pay attention to the performance of finished steel products [2] Group 3: Summary by Relevant Catalogs Variety Viewpoint Reference - For the iron ore 2509 variety, the short - term view is oscillating and bullish, the medium - term view is oscillating, and the intraday view is also oscillating and bullish. It is recommended to pay attention to the support at the MA5 line. The core logic is that the market sentiment is positive and the ore price is running strongly [1] Market Driving Logic - Policy利好 expectations are fermenting, the market sentiment is positive, and the iron ore futures price has strengthened again. The supply - demand pattern of iron ore has improved. Steel mills are actively producing, and the resilience of ore demand is acceptable, which supports the ore price, but its sustainability needs to be tracked. After the end of the fiscal - year - end rush, the shipments of miners have begun to decline, and the port arrivals have decreased month - on - month. Overseas ore supply has shrunk, but the domestic ore production has recovered actively, so the overall supply reduction is limited [2]