宝城期货铁矿石周度数据-20250829

Report Summary 1) Report Industry Investment Rating - Not provided in the given content 2) Core View of the Report - The supply and demand sides of iron ore have both weakened. Steel mills' production is slowing down, and the terminal consumption of ore has declined from its peak. With short - term production restrictions and shrinking steel mill profits, ore demand is expected to decline. The previous main logic supporting the iron ore price has changed. The arrival of ore at domestic ports has decreased again, and overseas miners' shipments have also declined from their peak. However, according to shipping schedules, the arrival volume from Australia and Brazil will increase, and the overseas ore supply will remain high, while the domestic ore supply is relatively limited, showing a stable operation. Overall, the resilience of ore demand provides support for the price, but the positive effect is weakening due to shrinking steel mill profits and production restrictions. The supply is stable at a high level, and the fundamentals of iron ore have not changed much. It is expected that the high - valued iron ore price will continue to fluctuate, and the performance of steel prices should be monitored [1]. 3) Summary by Related Catalogs Inventory - 45 - port iron ore inventory is 13,763.02, a decrease of 82.18 compared to the previous week, an increase of 105.12 compared to the end of last month, and a decrease of 1,609.36 compared to the same period [2]. - 247 - steel mill import ore inventory is 9,007.19, a decrease of 58.28 compared to the previous week, a decrease of 4.90 compared to the end of last month, and an increase of 10.72 compared to the same period [2]. Supply - 45 - port iron ore arrival volume is 2,393.30, a decrease of 83.30 compared to the previous week, an increase of 152.80 compared to the end of last month, and a decrease of 173.60 compared to the same period [2]. - Global 19 - port iron ore shipment volume is 3,315.80, a decrease of 90.80 compared to the previous week, an increase of 114.90 compared to the end of last month, and an increase of 94.70 compared to the same period [2]. Demand - 247 - steel mill daily average hot metal production is 240.13, a decrease of 0.62 compared to the previous week, a decrease of 0.58 compared to the end of last month, and an increase of 19.24 compared to the same period [2]. - 45 - port daily average ore - evacuation volume is 318.64, a decrease of 7.10 compared to the previous week, an increase of 15.93 compared to the end of last month, and an increase of 18.65 compared to the same period [2]. - 247 - steel mill import ore daily consumption is 296.10, a decrease of 1.74 compared to the previous week, a decrease of 3.36 compared to the end of last month, and an increase of 23.92 compared to the same period [2]. - Main - port iron ore trading weekly average is 93.85, a decrease of 7.73 compared to the previous week, an increase of 5.05 compared to the end of last month, and a decrease of 15.63 compared to the same period [2].