铁矿石到货、发运周度数据（2025年第33周）-20250818

1. Report Industry Investment Rating - No relevant content 2. Core Viewpoints of the Report - The arrival volume at 47 domestic ports reached 27.031 million tons, a week - on - week increase of 1.315 million tons, showing a recovery. Among them, the arrival volume of Australian ore increased by 1.608 million tons week - on - week, and that of Brazilian ore also increased by 0.27 million tons, maintaining a stable operation at a high level. Non - Australian and non - Brazilian ore decreased by 0.563 million tons week - on - week [2]. - Overseas ore shipments rebounded significantly. The total ore shipments from 19 global ports reached 34.066 million tons, a week - on - week increase of 3.5985 million tons, reaching a new high for the year. The increase was mainly from Brazilian ore, which increased by 2.1835 million tons week - on - week, and non - Australian and non - Brazilian ore also increased by 1.3414 million tons, both setting new weekly highs for the year. Australian and Brazilian ore maintained a stable operation at a low level, with a slight week - on - week increase of 0.0736 million tons [2]. - According to the shipping schedule, the arrival volume of Australian and Brazilian ore at domestic ports is expected to remain stable, and overseas ore supply is on the rise [2]. 3. Summary by Related Catalogs 3.1 Ore Arrival and Shipment Data 3.1.1 Arrival Volume - Northern six ports: The arrival volume was 1.2525 million tons, a week - on - week increase of 0.0494 million tons (4.11%), a month - on - month increase of 0.0951 million tons (8.22%), and a year - on - year decrease of 0.0099 million tons (- 0.78%) [3]. - National 45 ports: The arrival volume was 2.4766 million tons, a week - on - week increase of 0.0947 million tons (3.98%), a month - on - month increase of 0.2361 million tons (10.54%), and a year - on - year increase of 0.1288 million tons (5.49%) [3]. - National 47 ports: The arrival volume was 2.7031 million tons, a week - on - week increase of 0.1315 million tons (5.11%), a month - on - month increase of 0.3834 million tons (16.53%), and a year - on - year increase of 0.1806 million tons (7.16%) [3]. - National 47 ports - Australian ore: The arrival volume was 1.6466 million tons, a week - on - week increase of 0.1608 million tons (10.82%), a month - on - month increase of 0.1319 million tons (8.71%), and a year - on - year increase of 0.1236 million tons (8.12%) [3]. - National 47 ports - Brazilian ore: The arrival volume was 0.7695 million tons, a week - on - week increase of 0.027 million tons (3.64%), a month - on - month increase of 0.3278 million tons (74.21%), and a year - on - year decrease of 0.0583 million tons (- 7.04%) [3]. - National 47 ports - Other ore: The arrival volume was 0.287 million tons, a week - on - week decrease of 0.0563 million tons (- 16.40%), a month - on - month decrease of 0.0763 million tons (- 21.00%), and a year - on - year increase of 0.1153 million tons (67.15%) [3]. 3.1.2 Shipment Volume - Australian shipments (original caliber): The shipment volume was 1.4577 million tons, a week - on - week decrease of 0.0606 million tons (- 3.99%), a month - on - month decrease of 0.181 million tons (- 11.05%), and a year - on - year decrease of 0.1994 million tons (- 12.03%) [3]. - Shipments to China from Australia: The shipment volume was 1.2099 million tons, a week - on - week decrease of 0.0937 million tons (- 7.19%), a month - on - month decrease of 0.2313 million tons (- 16.05%), and a year - on - year decrease of 0.2091 million tons (- 14.74%) [3]. - Brazilian shipments (original caliber): The shipment volume was 0.9363 million tons, a week - on - week increase of 0.2058 million tons (28.17%), a month - on - month increase of 0.2047 million tons (27.98%), and a year - on - year increase of 0.2192 million tons (30.57%) [3]. - Global 19 ports: The total shipment volume was 34.066 million tons, a week - on - week increase of 3.5985 million tons (11.81%), a month - on - month increase of 2.0565 million tons (6.42%), and a year - on - year increase of 2.405 million tons (7.60%) [3]. - Australian shipments in 19 global ports: The shipment volume was 1.6699 million tons, a week - on - week increase of 0.00736 million tons (0.44%), a month - on - month decrease of 0.18966 million tons (- 10.20%), and a year - on - year decrease of 0.18966 million tons (- 10.20%) [3]. - Brazilian shipments in 19 global ports: The shipment volume was 1.0861 million tons, a week - on - week increase of 0.21835 million tons (25.16%), a month - on - month increase of 0.18975 million tons (21.17%), and a year - on - year increase of 0.18975 million tons (21.17%) [3]. - Other shipments in 19 global ports: The shipment volume was 0.6506 million tons, a week - on - week increase of 0.13414 million tons (25.97%), a month - on - month increase of 0.20557 million tons (46.19%), and a year - on - year increase of 0.20557 million tons (46.19%) [3]. - VALE shipments: The shipment volume was 0.7867 million tons, a week - on - week increase of 0.2201 million tons (38.85%), a month - on - month increase of 0.14791 million tons (23.16%), and a year - on - year increase of 0.18105 million tons (29.89%) [3]. - RIO shipments: The shipment volume was 0.5765 million tons, a week - on - week decrease of 0.0541 million tons (- 8.58%), a month - on - month decrease of 0.02707 million tons (- 4.48%), and a year - on - year decrease of 0.11851 million tons (- 17.05%) [3]. - RIO shipments to China: The shipment volume was 0.4941 million tons, a week - on - week decrease of 0.09 million tons (- 15.41%), a month - on - month increase of 0.0043 million tons (0.88%), and a year - on - year decrease of 0.0426 million tons (- 7.94%) [3]. - BHP shipments: The shipment volume was 0.5254 million tons, a week - on - week decrease of 0.0171 million tons (- 3.15%), a month - on - month decrease of 0.01188 million tons (- 2.21%), and a year - on - year increase of 0.01521 million tons (2.98%) [3]. - BHP shipments to China: The shipment volume was 0.4007 million tons, a week - on - week decrease of 0.0184 million tons (- 4.39%), a month - on - month decrease of 0.0956 million tons (- 19.26%), and a year - on - year decrease of 0.0297 million tons (- 6.90%) [3]. - FMG shipments: The shipment volume was 0.2715 million tons, a week - on - week decrease of 0.0398 million tons (- 12.79%), a month - on - month decrease of 0.13504 million tons (- 33.22%), and a year - on - year decrease of 0.11578 million tons (- 29.90%) [3]. - FMG shipments to China: The shipment volume was 0.2446 million tons, a week - on - week decrease of 0.022 million tons (- 8.25%), a month - on - month decrease of 0.1193 million tons (- 32.78%), and a year - on - year decrease of 0.1427 million tons (- 36.84%) [3] 3.2 Related Charts - The report includes charts on domestic port arrival volume, global iron ore shipment volume, shipments of the four major miners, and estimated domestic arrival volume of iron ore [5][7][9][11]