银河期货铁矿石日报-20260119
Yin He Qi Huo·2026-01-19 09:58
  1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - No explicit core view presented in the given content 3. Summary of Relevant Catalogs Futures and Spot Prices and Changes - DCE01 dropped from 806.5 to 762.5, a decrease of 44.0; DCE05 fell from 812.0 to 794.0, a decline of 18.0; DCE09 decreased from 793.5 to 776.5, a drop of 17.0 [2] - The optimal delivery product is Carajás fines, with a price of 848, a 01-factory basis of 34, a 05-factory basis of 28, and a 09-factory basis of 47 [2] - Most spot iron ore prices decreased by 1 yuan per ton, while Carajás fines and KUMBA remained unchanged [2] Price Spreads and Import Profits - The spread between Carajás fines and PB fines increased by 1 to 81; the spread between Newman fines and Jimbob fines remained at 43 [2] - Import profits of most iron ore varieties increased, such as Carajás fines increasing by 4 to -1; Newman fines rising by 3 to 60 [2] Index Changes - The Platts 61% iron ore price decreased from 106.5 to 105.9, a drop of 0.5; the Platts 65% price fell from 122.2 to 121.7, a decline of 0.5; the Platts 58% price decreased from 96.0 to 95.5, a drop of 0.5 [2] - The difference between SGX main contract and DCE01 increased by 2.9 to 2.8; the difference between SGX main contract and DCE05 decreased by 0.3 to 2.1; the difference between SGX main contract and DCE09 decreased by 0.4 to 4.5 [2]
银河期货铁矿石日报-20260119 - Reportify