铁矿石早报-20260121

Report Summary 1. Report Industry Investment Rating - No relevant information provided. 2. Core View - No explicit core view presented in the given content. 3. Summary by Related Catalogs Spot Market - Australian Mainstream Iron Ore: Newman powder is priced at 789, down 5 daily and 29 weekly; PB powder is 799, down 5 daily and 27 weekly; Mac powder is 796, down 1 daily and 32 weekly; Jinbuba powder is 752, down 5 daily and 27 weekly; Mixed powder is 736, down 7 daily and 21 weekly; Super special powder is 674, down 3 daily and 29 weekly; Roy Hill powder is 786, down 5 daily and 27 weekly; KUMBA powder is 858, down 5 daily and 27 weekly [1]. - Brazilian Mainstream Iron Ore: Brazilian blend is 830, down 5 daily and 33 weekly; Brazilian coarse IOC6 is 763, down 5 daily and 27 weekly; Brazilian coarse SSFG is 768, down 5 daily and 27 weekly [1]. - Other Iron Ores: Ukrainian concentrate is 875, down 4 daily and 34 weekly; 61% Indian powder is 741, down 5 daily and 27 weekly; Karara concentrate is 879, down 4 daily and 30 weekly; 57% Indian powder is 609, down 3 daily and 29 weekly; Atlas powder is 731, down 7 daily and 21 weekly; Tangshan iron concentrate is 971, unchanged daily and down 11 weekly [1]. Futures Market - DCE Contracts: i2701 is at 757.0, down 5.5 daily and 73.0 weekly; i2605 is 789.5, down 4.5 daily and 30.0 weekly; i2609 is 771.5, down 5.0 daily and 26.5 weekly [1]. - SGX Contracts: FE01 is 106.09, down 0.83 daily and 2.80 weekly; FE05 is 104.60, down 1.43 daily and 3.64 weekly; FE09 is 103.27, down 1.48 daily and 3.13 weekly [1]. Other Information - Premium: There are data on U - ball/pellet premium, PB block/lump ore premium, and basis/spread between domestic and foreign markets (in RMB terms), but no detailed analysis is provided [1]. - Month - to - Month Spread: For DCE contracts, the month - to - month spread of i2701 is 14.5, up 4.4 daily and 40.6 weekly; i2605 is - 32.5, up 22.0 daily and - 2.4 weekly; i2609 is 18.0, up 40.0 daily and - 5.9 weekly [1].