铁矿石早报-20251128

1. Report Industry Investment Rating - No information provided 2. Core View of the Report - No information provided 3. Summary by Relevant Catalogs 3.1 Spot Market - Australian Mainstream Iron Ore: Newman powder is priced at 796 with a daily change of 1 and a weekly change of 7; PB powder is at 799, up 1 daily and 7 weekly; Mac powder is 784, down 3 daily and unchanged weekly; Jinbuba powder is 752, up 1 daily and 9 weekly; mixed powder is 734, up 2 daily and 7 weekly; Super Special powder is 683, up 2 daily and 8 weekly; Carajás powder is 890, unchanged daily and up 5 weekly; Roy Hill powder is 786, up 1 daily and 7 weekly [1]. - Brazilian Mainstream Iron Ore: Brazilian blend is 838, unchanged daily and up 7 weekly; Brazilian coarse IOC6 is 776, up 1 daily and 7 weekly; Brazilian coarse SSFG is 781, up 1 daily and 7 weekly [1]. - Other Iron Ores: Ukrainian concentrate is 880, unchanged daily and up 4 weekly; 61% Indian powder is 741, up 1 daily and 9 weekly; Karara concentrate is 882, unchanged daily and up 4 weekly; 57% Indian powder is 618, up 2 daily and 8 weekly; Atlas powder is 729, up 2 daily and 7 weekly; Tangshan iron concentrate is 1014, unchanged daily and weekly [1]. 3.2 Futures Market - DCE Contracts: i2601 is at 799.5, up 2.5 daily and 11 weekly; i2605 is 773, down 0.5 daily and up 20 weekly; i2609 is 748, down 0.5 daily and up 20 weekly [1]. - SGX Contracts: FE01 is 103.26, up 0.76 daily and 2.06 weekly; FE05 is 100.61, up 0.7 daily and 2.01 weekly; FE09 is 98.38, up 0.62 daily and 1.91 weekly [1]. 3.3 Premium and Spread - Premium: Information on PB block/block premium, U - ball/pellet premium is presented in the form of charts but specific numerical data is not summarized here [1]. - Spread: For DCE contracts, the spread between i2601 and i2605 is - 51.5, with a daily change of 35.5, down 2.5 daily and 5.5 weekly; the spread between i2605 and i2609 is 26.5, with a daily change of 62, up 0.5 daily and down 14.5 weekly; the spread between i2609 and i2601 is 25, with a daily change of 87, up 0.5 daily and down 14.5 weekly. For SGX contracts, the spread between FE01 and FE05 is - 4.88, with a daily change of - 29.7, down 3.1 daily and 8.1 weekly; the spread between FE05 and FE09 is 2.65, with a daily change of - 32, down 1.6 daily and up 5.3 weekly; the spread between FE09 and FE01 is 2.23, with a daily change of - 39.1, up 0.6 daily and 6 weekly [1]. 3.4 Import Profit - Import profit for Newman powder is - 15.68; for PB powder is - 14.52; for Mac powder is 2.01; for Jinbuba powder is 6.47; for mixed powder is - 17.04; for Super Special powder is - 29.3; for Carajás powder is - 16.79; for Brazilian blend is 1.23; for Roy Hill powder is 14.4 [1].