铁矿石早报-20251127

Group 1: Industry Investment Rating - No information provided Group 2: Core Viewpoints - No information provided Group 3: Summary by Categories Spot Market - Australian Mainstream Iron Ore: Newman powder price is 795, up 3 daily and 3 weekly; PB powder is 798, up 3 daily and 3 weekly; Macfarlane powder is 787, up 1 daily and 1 weekly; Jinbuba powder is 751, up 3 daily and 5 weekly; Mixed powder is 732, up 2 daily and 4 weekly; Ultra Special powder is 681, up 2 daily and 3 weekly; Roy Hill powder is 785, up 3 daily and 3 weekly [1] - Brazilian Mainstream Iron Ore: Brazilian mixed ore is 838, up 3 daily and 4 weekly; Brazilian coarse IOC6 is 775, up 3 daily and 3 weekly; Brazilian coarse SSFG is 780, up 3 daily and 3 weekly [1] - Other Iron Ores: Ukrainian concentrate is 880, up 5 daily and unchanged weekly; 61% Indian powder is 740, up 3 daily and 5 weekly; Karara concentrate is 882, up 5 daily and unchanged weekly; KUMBA powder is 857, up 3 daily and 3 weekly; 57% Indian powder is 616, up 2 daily and 3 weekly; Atlas powder is 727, up 2 daily and 4 weekly; Tangshan iron concentrate is 1014, unchanged daily and down 6 weekly [1] Futures Market - DCE Contracts: i2601 is 797.0, up 3.0 daily and 5.5 weekly; i2605 is 773.5, up 4.0 daily and 18.5 weekly; i2609 is 748.5, up 5.5 daily and 18.5 weekly [1] - SGX Contracts: FE01 is 102.50, up 0.67 daily and 1.23 weekly; FE05 is 99.91, up 0.47 daily and 1.18 weekly; FE09 is 97.76, up 0.40 daily and 1.16 weekly [1] Premiums and Spreads - Import Profits: Newman powder import profit is -18.19; PB powder is -17.34; Macfarlane powder is 5.40; Jinbuba powder is 5.13; Mixed powder is -21.60; Ultra Special powder is -31.26; Carajás powder is -16.47; Brazilian mixed ore is 1.59; Roy Hill powder is 13.42 [1] - Monthly Spreads: For DCE contracts, i2601 - i2605 spread is -48.5, i2605 - i2609 spread is 23.5, i2609 - i2601 spread is 25.0; for SGX contracts, FE01 - FE05 spread is -4.74, FE05 - FE09 spread is 2.59, FE09 - FE01 spread is 2.15 [1]