格林大华期货早盘提示：铁矿-20251124

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints - The iron ore market is expected to be mainly volatile in the short - term, with the upper pressure level of the main 2601 contract at 810 and the support level at 750 [3] Group 3: Summary by Relevant Catalogs Market Review - Iron ore closed down on Friday and up at night [3] Important Information - The Ministry of Housing and Urban - Rural Development emphasized putting urban renewal in a more prominent position - The National Energy Administration reported that the total social electricity consumption in October was 857.2 billion kWh, a year - on - year increase of 10.4% - The average capacity utilization rate of 90 independent electric arc furnace steel mills in the country was 51.56%, a month - on - month decrease of 1.62 percentage points and a year - on - year decrease of 2.14 percentage points. The profit situation of these steel mills was as follows: 16.53% had small profits, 46.28% had flat profits (partly due to production suspension), and 37.19% were in the red [3] Market Logic - The fundamentals changed little. The production of rebar, hot - rolled coils, and five major steel products increased last week. Electric furnace steel was still losing money even during off - peak electricity hours. The current daily hot metal output was 236,280 tons, a week - on - week decrease of 600 tons, and it was expected to drop below 230,000 tons. The iron ore port inventory at 45 ports was 150.54 million tons, a week - on - week decrease of 750,000 tons. Domestic iron ore arrivals were low, but shipments were active. Foreign port inventories were at the highest level since the fourth quarter [3] Trading Strategy - It is expected to be mainly volatile in the short - term. The upper pressure level of the main 2601 contract is 810, and the support level is 750 [3]