银河期货铁矿石日报-20251209
Yin He Qi Huo·2025-12-09 10:03
  1. Report Industry Investment Rating - No relevant information provided 2. Core View of the Report - No clear core view is presented. The report mainly provides the daily data of iron ore on December 9, 2025, including futures prices, spot prices, price differences, and import profits [2]. 3. Summary According to Related Catalog Futures Price Information - DCE01 was at 780.0, up 1.5 from 778.5 yesterday; DCE05 was at 757.5, down 3.0 from 760.5 yesterday; DCE09 was at 733.5, down 3.5 from 737.0 yesterday [2]. - The spread I01 - I05 was 22.5, up 4.5; I05 - I09 was 24.0, up 0.5; I09 - I01 was -46.5, down 5.0 [2]. Spot Price Information - The prices of various iron ore spot products showed different changes. For example, PB powder (60.8%) remained unchanged at 780, while Newman powder decreased by 3 to 782 [2]. - The optimal delivery product was Carajás fines, with a price of 810, and its 01 - factory - warehouse basis was 24, 05 - factory - warehouse basis was 42, and 09 - factory - warehouse basis was 65 [2]. Spot Product Spread and Import Profit Information - The spreads between different spot products also had changes. For example, the spread of Carajás fines - PB powder decreased by 2 to 81 [2]. - Import profits of different products changed. For example, the import profit of Carajás fines increased by 4 to - 23, and that of Newman powder increased by 8 to 25 [2]. Index Information - The Platts 62% iron ore price was 105.8, down 1.3 from 107.1 yesterday; the Platts 65% iron ore price was 117.8, down 1.3 from 119.1 yesterday; the Platts 58% iron ore price was 94.4, down 0.9 from 95.4 yesterday [2]. - The spreads between SGX main contract and DCE contracts decreased. For example, SGX main - DCE01 decreased by 1.2 to 1.4 [2].