铁矿石到货、发运周度数据（2025年第36周）-20250908

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - Domestic arrivals at 47 ports decreased by 721,000 tons week-on-week, with the decline mainly from non-Australian and non-Brazilian ores. Australian ores rebounded from a low, while Brazilian ores decreased [2]. - Overseas ore shipments dropped significantly, with the total shipments from 19 global ports decreasing by 8.0057 million tons week-on-week. The decline was mainly due to the fall of Brazilian ores and non-Australian and non-Brazilian ores, while Australian ores showed weak and stable operation [2]. - Based on ship schedules, the arrivals of Australian and Brazilian ores at domestic ports are expected to decline, and overseas ore supply fluctuations will intensify [2]. 3. Summary by Directory 2. Ore Arrivals and Shipments Data - Arrival Volume - Northern six ports: The arrival volume was 1.32 million tons, a week-on-week increase of 19,100 tons (1.47%) and a year-on-year increase of 29,800 tons (2.31%) [3]. - National 45 ports: The arrival volume was 2.448 million tons, a week-on-week decrease of 78,000 tons (-3.09%) and a year-on-year increase of 230,600 tons (10.40%) [3]. - National 47 ports: The arrival volume was 2.5729 million tons, a week-on-week decrease of 72,100 tons (-2.73%) and a year-on-year increase of 186,300 tons (7.81%) [3]. - Among them, Australian ores increased by 179,600 tons (11.90%) week-on-week, Brazilian ores decreased by 52,400 tons (-7.34%) week-on-week, and other ores decreased by 199,300 tons (-47.21%) week-on-week [3]. - Shipment Volume - Global 19 ports: The total shipment volume was 2.7562 million tons, a week-on-week decrease of 800,570 tons (-22.51%) and a year-on-year decrease of 404,070 tons (-12.79%) [3]. - Australia: Shipment volume decreased by 72,190 tons (-3.81%) week-on-week, and the volume shipped to China decreased by 47,600 tons (-3.45%) week-on-week [3]. - Brazil: Shipment volume decreased by 500,350 tons (-49.66%) week-on-week [3]. - Other regions: Shipment volume decreased by 228,030 tons (-34.83%) week-on-week [3]. - Among the four major miners, VALE's shipment volume decreased by 451,550 tons (-56.19%) week-on-week, RIO's increased by 10,880 tons (1.78%) week-on-week, BHP's decreased by 33,240 tons (-6.36%) week-on-week, and FMG's decreased by 39,710 tons (-9.13%) week-on-week [3]. 3. Related 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 [5][7][8][10].