银河期货铁矿石日报-20251103
Yin He Qi Huo·2025-11-03 14:31

Report Summary 1. Report Industry Investment Rating No investment rating is provided in the report. 2. Core View The report presents the daily data of iron ore futures and spot markets on November 3, 2025, including price changes, basis, spreads, import profits, and other information. 3. Summary by Relevant Catalogs Futures Market - Futures Prices: DCE01 was 782.5, down 17.5 from yesterday; DCE05 was 760.5, down 16.0; DCE09 was 740.5, down 14.5 [2]. - Inter - month Spreads: I01 - I05 was 22.0, down 1.5; I05 - I09 was 20.0, down 1.5; I09 - I01 was - 42.0, up 3.0 [2]. Spot Market - Spot Prices: PB powder (60.8%) was 797, down 1; Newman powder was 800, down 2; etc. [2]. - Basis: The basis of the optimal delivery product (McFadden powder) for 01 contract was 56, 79 for 05 contract, and 101 for 09 contract [2]. - Spot Spreads: The spread of Carajás powder - PB powder was 110, down 5; Newman powder - Jinbuba powder was 48, up 1; etc. [2]. - Import Profits: The import profit of Carajás powder was 9, up 1; Newman powder was 6, down 2; etc. [2]. Indexes - Platts Indexes: The price of Platts 62% iron ore was 107.4, down 0.3; 65% was 120.7, down 0.5; 58% was 95.7, down 0.6 [2]. - Internal - External US Dollar Spreads: SGX main - DCE01 was 8.0, up 0.2; SGX main - DCE05 was 10.9, up 0.2; SGX main - DCE09 was 13.7, up 0.3 [2].