铁矿石早报-20251030

Report Summary 1) Report Industry Investment Rating - No information provided in the given content. 2) Core Viewpoint - No information provided in the given content. 3) Summary by Related Catalogs Spot Market - Australian Mainstream Iron Ore: Newman powder is priced at 802 with a daily change of 9 and a weekly change of 24, with a discounted futures price of 858.5; PB powder is at 805 (daily +9, weekly +24), discounted futures price 854.7; Macfarlane powder is 802 (daily +9, weekly +25), discounted futures price 875.9; Jinbuba powder is 759 (daily +3, weekly +10), discounted futures price 852.7; mainstream mixed powder is 764 (daily +7, weekly +20), discounted futures price 895.9; super special powder is 715 (daily +6, weekly +10), discounted futures price 933.2; Carajás powder is 926 (daily +8, weekly +21), discounted futures price 874.3 [1]. - Brazilian Mainstream Iron Ore: Brazilian mixed ore is 843 (daily +9, weekly +27), discounted futures price 860.1; Brazilian coarse IOC6 is 806 (daily +9, weekly +24), discounted futures price 884.2; Brazilian coarse SSFG is 811 (daily +9, weekly +24) [1]. - Other Iron Ores: Ukrainian concentrate is 918 (daily +8, weekly +15), discounted futures price 1009.6; 61% Indian powder is 748 (daily +3, weekly +10); Karara concentrate is 918 (daily +8, weekly +15), discounted futures price 942.6; Roy Hill powder is 792 (daily +9, weekly +24), discounted futures price 871.7; KUMBA powder is 864 (daily +9, weekly +24), discounted futures price 855.9; 57% Indian powder is 650 (daily +6, weekly +12); Atlas powder is 759 (daily +7, weekly +20); domestic Tangshan iron concentrate is 1038 (daily +5, weekly +17), discounted futures price 925.0 [1]. Futures Market - DCE Contracts: i2601 is at 804.5 (daily +12.0, weekly +30.5), with a monthly spread of -44.5; i2605 is 781.5 (daily +13.0, weekly +28.5), monthly spread 23.0; i2609 is 760.0 (daily +13.0, weekly +29.0), monthly spread 21.5 [1]. - SGX Contracts: FE01 is 102.67 (daily +0.50, weekly +2.42), with a monthly spread of -4.09; FE05 is 100.57 (daily +0.57, weekly +2.33), monthly spread 2.10; FE09 is 98.58 (daily +0.58, weekly +2.39), monthly spread 1.99 [1]. Import Profit - Newman powder has an import profit of -25.79; PB powder -18.53; Macfarlane powder 6.23; Jinbuba powder -3.64; mainstream mixed powder -0.41; super special powder -2.31; Carajás powder -2.57; Brazilian mixed ore -3.36; Roy Hill powder 10.77 [1].