铁矿石早报-20250725

Group 1: Report Summary - The report is an iron ore morning report from the Black Team of the Research Center on July 25, 2025, with data sourced from MYSTEEL [1] Group 2: Spot Market Data - Australian mainstream iron ore: Newman powder is priced at 783, unchanged daily and up 22 weekly; PB powder is at 790, up 2 daily and 25 weekly; Mac powder is at 770, unchanged daily and up 27 weekly; Jinbuba is at 757, up 2 daily and 21 weekly; the mainstream mixed powder is at 725, unchanged daily and up 34 weekly; Super Special powder is at 663, down 3 daily and up 15 weekly; Carajás powder is at 888, unchanged daily and up 21 weekly; Roy Hill powder is at 760, up 2 daily and 25 weekly; KUMBA powder is at 850, up 2 daily and 25 weekly [1] - Brazilian mainstream iron ore: Brazilian mixed ore is at 817, down 3 daily and up 18 weekly; Brazilian coarse IOC6 is at 780, up 2 daily and 38 weekly; Brazilian coarse SSFG is at 785, up 2 daily and 38 weekly [1] - Other iron ore: Ukrainian concentrate is at 878, up 1 daily and 31 weekly; 61% Indian powder is at 746, up 2 daily and 21 weekly; Karara concentrate is at 878, up 1 daily and 31 weekly; 57% Indian powder is at 618, down 3 daily and up 15 weekly; Atlas powder is at 720, unchanged daily and up 34 weekly; Tangshan iron concentrate is at 939, unchanged daily and up 45 weekly [1] Group 3: Futures Market Data - DCE contracts: i2601 is at 783.5, down 0.5 daily and up 31 weekly; i2605 is at 762.5, unchanged daily and up 31.5 weekly; i2509 is at 811, down 1 daily and up 25.5 weekly [1] - SGX contracts: FE01 is at 102.84, down 0.73 daily and up 3.59 weekly; FE05 is at 100.62, down 0.73 daily and up 3.02 weekly; FE09 is at 104.52, down 0.92 daily and up 4.35 weekly [1] Group 4: Other Data - Platts 62% index: The latest value is 104, down 0.85 daily and up 4.9 weekly [1] - Import profit: Newman powder is -36.2; PB powder is -9.76; Mac powder is -11.76; Jinbuba is -5.13; the mainstream mixed powder is 7.46; Super Special powder is -13.44; Carajás powder is -27.04; Brazilian mixed ore is -8.7; Roy Hill powder is -5.43 [1] - Monthly spread: For i2601 - i2605, the latest value is 27.5, down 0.3 daily and 8.1 weekly; for i2605 - i2509, it is 21, down 0.8 daily and 8.6 weekly; for i2509 - i2601, it is -48.5, up 0.2 daily and down 2.6 weekly [1] - Base/Internal - external spread: Data is presented in RMB terms [1] - Ukrainian pellet/pellet premium and PB lump/lump premium: Data is presented graphically [1]