永安期货铁矿石早报-20250922

Report Information - Report Title: Iron Ore Morning Report [1] - Research Team: Black Team of the Research Center [2] - Report Date: September 22, 2025 [2] Spot Market - The latest price of the Platts 62 Index is 105.20, with a daily change of -0.40 and a weekly change of -0.45 [3] - Newman powder price is 795, with a daily change of 6 and a weekly change of 7, and the discounted futures price is 850.9 [3] - PB powder price is 799, with a daily change of 7 and a weekly change of 5, and the discounted futures price is 848.1 [3] - Australian Mac powder price is 787, with a daily change of 7 and a weekly change of 9, and the discounted futures price is 859.6 [3] - Kimbaba powder price is 770, with a daily change of 7 and a weekly change of 6, and the discounted futures price is 864.6 [3] - Mainstream mixed powder price is 760, with a daily change of 5 and a weekly change of 17, and the discounted futures price is 891.6 [3] - Super special powder price is 725, with a daily change of 10 and a weekly change of 21, and the discounted futures price is 944.2 [3] - Carajás powder price is 928, with a daily change of 9 and a weekly change of 22, and the discounted futures price is 876.5 [3] - Brazilian mixed powder price is 828, with a daily change of 7 and a weekly change of 12, and the discounted futures price is 843.8 [3] - Mainstream Brazilian coarse IOC6 price is 803, with a daily change of 7 and a weekly change of 4, and the discounted futures price is 880.9 [3] - Brazilian coarse SSFG price is 808, with a daily change of 7 and a weekly change of 4 [3] - Ukrainian iron concentrate price is 928, with a daily change of 5 and a weekly change of 8, and the discounted futures price is 1005.1 [3] - 61% Indian powder price is 759, with a daily change of 7 and a weekly change of 6 [3] - Karara iron concentrate price is 928, with a daily change of 5 and a weekly change of 8, and the discounted futures price is 953.7 [3] - Non - mainstream Roy Hill powder price is 769, with a daily change of 7 and a weekly change of 5, and the discounted futures price is 846.5 [3] - KUMBA powder price is 858, with a daily change of 7 and a weekly change of 5, and the discounted futures price is 849.7 [3] - 57% Indian powder price is 655, with a weekly change of 11 [3] - Atlas powder price is 755, with a daily change of 5 and a weekly change of 17 [3] - PB lump/lump premium price is 935, with a daily change of 9 and a weekly change of 7 [3] - Ukrainian pellet/pellet premium price is 928, with a daily change of 5 and a weekly change of 8 [3] - Domestic Tangshan iron concentrate price is 1008, with a daily change of 6 and a weekly change of 7, and the discounted futures price is 895.0 [3] Futures Market - The latest price of the i2601 contract on the Dalian Commodity Exchange is 807.5, with a daily change of 7.5 and a weekly change of 8.0, and the monthly spread is -43.5 [3] - The i2605 contract price is 786.0, with a daily change of 7.5 and a weekly change of 8.5, and the monthly spread is 21.5 [3] - The i2609 contract price is 764.0, with a daily change of 5.0 and a weekly change of -52.0, and the monthly spread is 22.0 [3] - The FE01 contract price on the Singapore Exchange is 102.78, with a daily change of -0.48 and a weekly change of 0.67, and the monthly spread is 2.49 [3] - The FE05 contract price is 100.85, with a daily change of -0.39 and a weekly change of 1.03, and the monthly spread is 1.93 [3] - The FE09 contract price is 105.27, with a daily change of -0.18 and a weekly change of -0.13, and the monthly spread is -4.42 [3] Basis and Spread - The latest basis/ domestic - foreign spread (in RMB) of the i2601 contract is 36.3, with a daily change of 0.1 and a weekly change of 5.0 [3] - The i2605 contract basis is 57.8, with a daily change of 0.1 and a weekly change of 4.5 [3] - The i2609 contract basis is 79.8, with a daily change of 2.6 and a weekly change of 65.0 [3] - The FE01 contract basis is -26.0, with a daily change of -1.6 and a weekly change of -0.1 [3] - The FE05 contract basis is -32.0, with a daily change of -1.8 and a weekly change of -2.5 [3] - The FE09 contract basis is -87.0, with a daily change of -4.0 and a weekly change of -79.6 [3] Import Profit - The import profit of Newman powder is -33.89 [3] - The import profit of PB powder is -13.57 [3] - The import profit of Australian Mac powder is -8.67 [3] - The import profit of Kimbaba powder is -11.94 [3] - The import profit of mainstream mixed powder is 15.47 [3] - The import profit of super special powder is 30.18 [3] - The import profit of Carajás powder is -7.41 [3] - The import profit of Brazilian mixed powder is -15.60 [3] - The import profit of non - mainstream Roy Hill powder is -7.32 [3]