格林期货早盘提示：铁矿-20260122

Group 1 - Report industry investment rating: Bullish on iron ore in the black building materials sector [3] Group 2 - Core view: The iron ore market has certain positive factors, and short - term long positions can be attempted with stop - loss set [3] Group 3 1. Market Review - Iron ore futures closed higher in the night session on Tuesday [3] 2. Important Information - The National Development and Reform Commission will formulate an implementation plan for the strategy of expanding domestic demand from 2026 to 2030, implement a more proactive fiscal policy and a moderately loose monetary policy, and address low - price and disorderly competition among enterprises [3] - Rio Tinto's Pilbara iron ore production in the fourth quarter was 89.7 million tons, a 6.66% increase quarter - on - quarter and a 3.70% increase year - on - year. The shipment volume was 91.3 million tons, an 8.30% increase quarter - on - quarter and a 6.53% increase year - on - year [3] - From January 12th to January 18th, the total iron ore inventory at seven major ports in Australia and Brazil was 1.1736 billion tons, a decrease of 816,000 tons from the previous period, slightly lower than the average level in the fourth quarter [3] 3. Market Logic - Globally, iron ore shipments and arrivals have decreased. Domestic mine production has increased, and port iron ore inventories continue to accumulate. The daily average hot metal output is 2.2801 million tons, a decrease of 14,900 tons from last week but an increase of 35,300 tons compared to the previous year [3] 4. Trading Strategy - Try short - term long positions and set stop - losses. The support level is lowered to 780, and the resistance level is 844 [3]