铁矿港存周度报告-20250717

Group 1: Report Industry Investment Rating - No relevant information provided Group 2: Core View of the Report - This week, the total iron ore inventory increased slightly. The inventory increase was mainly in the pressing and factory links, while the port inventory decreased slightly. The profitability of steel enterprises slightly deteriorated, but affected by the production - restriction policy in the North China and Shandong regions, the iron - water production decreased. Most steel enterprises still have profits, and there is no expectation of significant production cuts in the short term. It is expected that the iron - water production can maintain the current high - level [2] Group 3: Summary by Related Catalogs Inventory and Shipping - On July 11, 2025, the 45 - port import iron ore inventory was 13,765.89 tons, a decrease of 112.51 tons compared with the previous period and 1,223 tons compared with the same period last year. The number of ships at the port was 99, a decrease of 8 compared with the previous period and 9 compared with the same period last year. The inventory of Australian ore was 6,043.82 tons, a decrease of 96.1 tons compared with the previous period and 968.12 tons compared with the same period last year. The inventory of Brazilian ore was 4,894.23 tons, an increase of 1.71 tons compared with the previous period and 89.02 tons compared with the same period last year [3] Production and Operation Indicators of Steel Enterprises - On July 11, 2025, the daily average iron - water production was 239.81 tons, a decrease of 1.04 tons compared with the previous period and an increase of 1.52 tons compared with the same period last year. The blast - furnace start - up rate of 247 steel mills was 83.15%, a decrease of 0.31% compared with the previous period and an increase of 0.65% compared with the same period last year. The steel - mill profitability rate was 59.74%, a decrease of 0.43% compared with the previous period and an increase of 22.94% compared with the same period last year. The port clearance volume was 319.51 tons, a decrease of 0.22 tons compared with the previous period and an increase of 9.63 tons compared with the same period last year [3]