格林期货早盘提示：铁矿-20260129

Group 1: Report Industry Investment Rating - The investment rating for the iron ore in the black building materials industry is bullish [1] Group 2: Core View of the Report - The iron ore market had a decline in Wednesday's session and a rise in the night session. The fundamentals have changed little, and the macro - impact on the market is neutral. The global iron ore shipments have increased this period, while the arrival volume continues to decline. The output of domestic mines has increased, and the inventory of imported iron ore at ports has been continuously accumulating. The market is expected to show short - term fluctuations, and short - term operations within the range are recommended [1] Group 3: Summary by Related Catalogs Market Review - The iron ore closed down on Wednesday and up in the night session [1] Important Information - During the 14th Five - Year Plan period, a total of 9.4 billion tons of crude steel production capacity and 1.7 billion kilowatts of coal - fired power units have completed ultra - low emissions transformation [1] - As of the end of 2025, the cumulative installed power generation capacity in China was 38.9 billion kilowatts, a year - on - year increase of 16.1% [1] - According to the latest production scheduling report of three major white goods released by Industrial Online, the total production scheduling of air conditioners, refrigerators, and washing machines in February 2026 is 23.79 million units, a 22.1% decrease compared with the actual production performance of the same period last year [1] Market Logic - The fundamentals have changed little, and the macro - impact on the market is neutral. The global iron ore shipments have increased this period, while the arrival volume continues to decline. The output of domestic mines has increased, and the inventory of imported iron ore at ports has been continuously accumulating. Attention should be paid to the current hot metal data [1] Trading Strategy - The market is expected to show short - term fluctuations, and short - term operations within the range are recommended [1]