Report Summary 1. Report Industry Investment Rating - Not provided in the report 2. Core View - The report indicates that there is still a rigid demand for iron ore, and its price is fluctuating [1] 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - Futures Data: The closing price of I2605 was 784.5 yuan/ton, down 10.5 yuan/ton or 1.32%. The position was 568,175 hands, with a decrease of 636 hands [1] - Spot Price: The prices of imported ores such as Carajás fines (65%), PB (61.5%), Jinbuba (61%), and Super Special (56.5%) remained unchanged. The prices of domestic ores like Hanxing (66%) and Laiwu (65%) decreased by 27 yuan/ton [1] - Basis and Spread: The basis of I2605 against Super Special and Jinbuba increased by 10.5 yuan/ton. The spread of I2605 - I2609 increased by 1 yuan/ton, while the spread of I2609 - I2701 decreased by 2 yuan/ton. The spreads between different ore types remained unchanged [1] 3.2 Macro and Industry News - On January 20, the 1 - year LPR was 3% and the 5 - year - plus LPR was 3.5%, both remaining the same as last month [1] 3.3 Trend Intensity - The trend intensity of iron ore is 0, indicating a neutral view [1]
铁矿石：刚需仍存，价格震荡
Guo Tai Jun An Qi Huo·2026-01-27 02:19