铁矿石早报-20250806

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - No information provided 3. Summary by Categories Spot Market - Australian mainstream iron ore: Newman powder price is 775 with a daily increase of 8 and a weekly decrease of 3; PB powder price is 780, up 7 daily and down 1 weekly; Macfie powder price is 767, up 5 daily and unchanged weekly; Jinbuba powder price is 753, up 8 daily and down 1 weekly; mainstream mixed powder price is 702, up 5 daily and down 8 weekly; super special powder price is 652, up 6 daily and down 5 weekly; Carajás powder price is 883, up 5 daily and unchanged weekly; Roy Hill powder price is 750, up 7 daily and down 1 weekly; KUMBA powder price is 840, up 7 daily and down 1 weekly [1] - Brazilian mainstream iron ore: Brazilian mixed ore price is 803, up 7 daily and unchanged weekly; Brazilian coarse IOC6 price is 770, up 7 daily and down 1 weekly; Brazilian coarse SSFG price is 775, up 7 daily and down 1 weekly [1] - Other varieties: Ukrainian concentrate price is 870, up 10 daily and 3 weekly; 61% Indian powder price is 742, up 8 daily and down 1 weekly; Karara concentrate price is 869, up 10 daily and 4 weekly; 57% Indian powder price is 597, up 6 daily and down 5 weekly; Atlas powder price is 697, up 5 daily and down 8 weekly; Tangshan iron concentrate price is 939, up 12 daily and 10 weekly [1] Futures Market - Dalian Commodity Exchange contracts: i2601 price is 778.0, up 12.0 daily and 7.5 weekly; i2605 price is 754.5, up 12.0 daily and 5.5 weekly; i2509 price is 798.5, up 8.0 daily and 0.5 weekly [1] - Singapore Exchange contracts: FE01 price is 101.02, up 1.59 daily and 1.80 weekly; FE05 price is 98.90, up 1.48 daily and 1.86 weekly; FE09 price is 101.50, up 1.50 daily and 0.71 weekly [1] Premiums and Spreads - Import profit: Newman powder import profit is -23.81; PB powder import profit is -2.55; Macfie powder import profit is 3.91; Jinbuba powder import profit is 6.75; mainstream mixed powder import profit is -9.01; super special powder import profit is -12.01; Carajás powder import profit is -27.65; Brazilian mixed ore import profit is -15.52; Roy Hill powder import profit is 3.84 [1] - Inter - month spreads: i2601 - i2605 spread is 20.5, down 4.4 daily and 7.5 weekly; i2605 - i2509 spread is 23.5, down 4.4 daily and 5.5 weekly; i2509 - i2601 spread is -44.0, down 0.4 daily and 0.5 weekly [1] - Basis/Internal - external spreads: No specific summarized data provided, only listed in the table [1] - U - ball/pellet premium and PB block/block ore premium: No specific summarized data provided, only shown in the charts [1]