钢联15港港口进口矿库存(2025年11月12日)

Report Industry Investment Rating - Not provided in the document Core Viewpoints - The ore inventory at the 15 ports monitored by SteelHome continued to accumulate, with a week-on-week increase of 404,650 tons and an expanding growth rate [1] - The inventory of mainstream varieties showed mixed changes. The inventory of Brazilian fines and medium-grade Australian fines increased by 47,020 tons and 17,710 tons week-on-week respectively, while the inventory of high-grade Australian fines and Australian lumps decreased by 23,510 tons and 38,140 tons respectively, and the pellet inventory was further reduced [1] - In general, the iron ore port inventory increased significantly, the industrial contradictions continued to accumulate, and there were no structural contradictions [1] Summary by Category Inventory Totals - The current inventory total is 11,826,850 tons, a week-on-week increase of 404,650 tons (3.54%), a month-on-month increase of 579,070 tons (5.15%), and a year-on-year decrease of 737,600 tons (-5.87%) [1] High-Grade Australian Fines - The current inventory is 1,594,850 tons, a week-on-week decrease of 23,510 tons (-1.45%), a month-on-month decrease of 58,830 tons (-3.56%), and a year-on-year decrease of 708,080 tons (-30.75%) [1] Brazilian Fines - The current inventory is 2,113,330 tons, a week-on-week increase of 41,020 tons (1.98%), a month-on-month increase of 47,590 tons (2.30%), and a year-on-year increase of 502,740 tons (31.21%) [1] Medium-Grade Australian Fines - The current inventory is 732,010 tons, a week-on-week increase of 17,710 tons (2.48%), a month-on-month increase of 131,840 tons (21.97%), and a year-on-year increase of 61,230 tons (9.13%) [1] Australian Lumps - The current inventory is 965,750 tons, a week-on-week decrease of 38,140 tons (-3.80%), a month-on-month increase of 2,530 tons (0.26%), and a year-on-year increase of 112,110 tons (13.13%) [1] Pellets - The current inventory is 31,760 tons, a week-on-week decrease of 4,970 tons (-13.53%), a month-on-month increase of 5,690 tons (21.83%), and a year-on-year decrease of 70,880 tons (-69.06%) [1]