银河期货铁矿石日报-20260204

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core View of the Report No clear core view presented in the given content. The report mainly provides daily data on iron ore futures and spot markets. 3. Summary by Relevant Catalog Futures and Spot Price Changes - DCE01 increased from 749.0 to 753.5, a rise of 4.5; DCE05 rose from 777.5 to 781.5, an increase of 4.0; DCE09 went up from 760.0 to 764.5, a gain of 4.5 [2] - Most spot iron ore prices decreased, such as PB powder (60.8%) dropped from 783 to 777, a decline of 6 [2] Spread Changes - I01 - I05 spread increased from -28.5 to -28.0, a change of 0.5; I05 - I09 spread decreased from 17.5 to 17.0, a change of -0.5; I09 - I01 spread remained unchanged at 11.0 [2] - Spot variety spreads also had changes, e.g., the spread between Newman powder and Jinbuba powder decreased from 48 to 47, a change of -1 [2] Import Profit Changes - Import profits of some iron ore varieties changed, like PB powder's import profit decreased from 24 to 20, a reduction of 3 [2] Index Changes - The price of Platts Iron Ore 61% decreased from 102.4 to 102.0, a reduction of 0.4; Platts Iron Ore 65% price dropped from 118.4 to 118.0, a decrease of 0.4; Platts Iron Ore 58% price fell from 94.1 to 93.4, a reduction of 0.8 [2][4] Basis and Other Data - The optimal delivery product is Karara powder, with 01 - contract basis of 63, 05 - contract basis of 35, and 09 - contract basis of 52 [2] - The differences between SGX and DCE contracts also changed, e.g., SGX main - DCE01 increased from 4.6 to 4.7, a change of 0.1 [2]