Bao Cheng Qi Huo·2025-09-01 10:24Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - Domestic arrivals at 47 ports reached 26.45 million tons, an increase of 1.827 million tons from the previous week, mainly due to an increase in Brazilian ore. Overseas ore shipments rebounded, with the total shipments from 19 global ports reaching 35.568 million tons, an increase of 2.4095 million tons from the previous week. According to ship schedules, arrivals of Australian and Brazilian ore at domestic ports are expected to increase, and overseas ore supply will remain at a high level [2] Group 3: Summary by Related Catalogs 1. Brief Evaluation - Domestic 47 - port arrivals increased, with the increment mainly from Brazilian ore. Overseas ore shipments rebounded, with increments from Brazilian and non - Australian - Brazilian ore, while Australian - Brazilian ore decreased slightly. Ship schedules indicate a rise in Australian and Brazilian ore arrivals at domestic ports and high overseas supply [2] 2. Ore Arrival and Shipment Data - Arrival Data: Northern six - port arrivals were 13.008 million tons, up 12.83% week - on - week; national 45 - port arrivals were 25.26 million tons, up 5.54% week - on - week; national 47 - port arrivals were 26.45 million tons, up 7.42% week - on - week. The increase in national 47 - port arrivals was mainly due to Brazilian ore, which increased by 21.72% week - on - week [3] - Shipment Data: Australian shipments (original caliber) were 16.409 million tons, down 4.54% week - on - week; Brazilian shipments (original caliber) were 9.741 million tons, up 30.21% week - on - week. The total shipments from 19 global ports were 35.568 million tons, up 7.27% week - on - week [3] 3. Relevant Charts - The report includes charts on domestic port arrivals, global iron ore shipments, shipments of the four major miners, and estimated domestic arrivals of iron ore [4][8][10]