铁矿石到货、发运周度数据（2026年第6周）-20260210

Report Summary 1. Industry Investment Rating - No industry investment rating is provided in the report. 2. Core Viewpoints - The arrival volume at domestic 47 ports is 24.556 million tons, a week - on - week decrease of 2.136 million tons, falling again to a relatively low level. The decrease mainly comes from Brazilian ore, with a week - on - week drop of 3.415 million tons, while Australian ore and non - Australian and Brazilian ore increase by 0.774 million tons and 0.505 million tons respectively [2]. - Overseas ore shipments have dropped significantly. The total global ore shipment volume is 25.353 million tons, a week - on - week decrease of 5.593 million tons. Shipments from major miners have all declined, with a week - on - week decrease of 4.8667 million tons for the four major miners. In terms of regions, Australian ore shipments decrease by 5.4061 million tons due to hurricane disturbances, Brazilian ore shipments drop by 0.3158 million tons, and non - Australian and Brazilian ore shipments slightly increase by 0.129 million tons [2]. - According to ship schedules, the arrival volume of Australian and Brazilian ore at domestic ports is expected to decline, and overseas supply will contract short - term. Attention should be paid to its sustainability [2]. 3. Summary of Relevant Catalogs 3.1 Ore Arrival and Shipment Data - Arrival Volume - Northern six ports: The arrival volume is 1.264 million tons, a week - on - week decrease of 0.0248 million tons (- 1.92%), a month - on - month increase of 0.0259 million tons (2.09%), and a year - on - year increase of 0.2068 million tons (19.56%) [3]. - National 45 ports: The arrival volume is 2.3613 million tons, a week - on - week decrease of 0.1234 million tons (- 4.97%), a month - on - month decrease of 0.1687 million tons (- 6.67%), and a year - on - year increase of 0.4838 million tons (25.77%) [3]. - National 47 ports: The arrival volume is 2.4556 million tons, a week - on - week decrease of 0.2136 million tons (- 8.00%), a month - on - month decrease of 0.1699 million tons (- 6.47%), and a year - on - year increase of 0.5334 million tons (27.75%) [3]. - National 47 ports - Australian ore: The arrival volume is 1.5295 million tons, a week - on - week increase of 0.0774 million tons (5.33%), a month - on - month decrease of 0.0457 million tons (- 2.90%), and a year - on - year increase of 0.591 million tons (62.97%) [3]. - National 47 ports - Brazilian ore: The arrival volume is 0.4968 million tons, a week - on - week decrease of 0.3415 million tons (- 40.74%), a month - on - month increase of 0.0004 million tons (0.08%), and a year - on - year decrease of 0.1445 million tons (- 22.53%) [3]. - National 47 ports - Other ore: The arrival volume is 0.4293 million tons, a week - on - week increase of 0.0505 million tons (13.33%), a month - on - month decrease of 0.1246 million tons (- 22.50%), and a year - on - year increase of 0.0869 million tons (25.38%) [3]. - Shipment Volume - Australian shipments (original caliber): The volume is 1.1124 million tons, a week - on - week decrease of 0.5035 million tons (- 31.16%), a month - on - month decrease of 0.5413 million tons (- 32.73%), and a year - on - year decrease of 0.0367 million tons (- 3.19%) [3]. - Shipments to China from Australia: The volume is 0.9641 million tons, a week - on - week decrease of 0.4759 million tons (- 33.05%), a month - on - month decrease of 0.4505 million tons (- 31.85%), and a year - on - year decrease of 0.1212 million tons (- 11.17%) [3]. - Brazilian shipments (original caliber): The volume is 0.594 million tons, a week - on - week decrease of 0.0237 million tons (- 3.84%), a month - on - month increase of 0.1088 million tons (22.42%), and a year - on - year increase of 0.082 million tons (16.02%) [3]. - Global shipment volume: The volume is 25.353 million tons, a week - on - week decrease of 5.593 million tons (- 18.07%), a month - on - month decrease of 4.4304 million tons (- 14.88%), and a year - on - year increase of 2.0042 million tons (8.58%) [3]. - Australian shipments in the breakdown: The volume is 12.798 million tons, a week - on - week decrease of 5.4061 million tons (- 29.70%), a month - on - month decrease of 5.5764 million tons (- 30.35%), and a year - on - year decrease of 5.5764 million tons (- 30.35%) [3]. - Brazilian shipments in the breakdown: The volume is 6.69 million tons, a week - on - week decrease of 0.3158 million tons (- 4.51%), a month - on - month increase of 1.1217 million tons (20.14%), and a year - on - year increase of 1.1217 million tons (20.14%) [3]. - Other shipments: The volume is 5.865 million tons, a week - on - week increase of 0.129 million tons (2.25%), a month - on - month increase of 0.0243 million tons (0.42%), and a year - on - year increase of 0.0243 million tons (0.42%) [3]. - Four Major Miners' Shipments - VALE: The shipment volume is 0.4996 million tons, a week - on - week decrease of 0.0106 million tons (- 2.08%), a month - on - month increase of 0.12275 million tons (32.57%), and a year - on - year increase of 0.03997 million tons (8.70%) [3]. - RIO: The shipment volume is 0.4274 million tons, a week - on - week decrease of 0.15804 million tons (- 27.00%), a month - on - month decrease of 0.14158 million tons (- 24.88%), and a year - on - year increase of 0.20759 million tons (94.44%). Shipments to China are 0.3749 million tons, a week - on - week decrease of 0.1346 million tons (- 26.42%), a month - on - month decrease of 0.1073 million tons (- 22.25%), and a year - on - year increase of 0.1646 million tons (78.27%) [3]. - BHP: The shipment volume is 0.3695 million tons, a week - on - week decrease of 0.21978 million tons (- 37.30%), a month - on - month decrease of 0.21318 million tons (- 36.59%), and a year - on - year decrease of 0.17757 million tons (- 32.46%). Shipments to China are 0.3055 million tons, a week - on - week decrease of 0.2503 million tons (- 45.03%), a month - on - month decrease of 0.1753 million tons (- 36.46%), and a year - on - year decrease of 0.1929 million tons (- 38.70%) [3]. - FMG: The shipment volume is 0.2481 million tons, a week - on - week decrease of 0.09825 million tons (- 28.37%), a month - on - month decrease of 0.18268 million tons (- 42.41%), and a year - on - year decrease of 0.05742 million tons (- 18.79%). Shipments to China are 0.2233 million tons, a week - on - week decrease of 0.0566 million tons (- 20.22%), a month - on - month decrease of 0.190 million tons (- 45.97%), and a year - on - year decrease of 0.0822 million tons (- 26.91%) [3]. 3.2 Relevant Charts - The report mentions charts related to domestic port arrival volume, global iron ore shipment volume, four major miners' shipment volume, and estimated domestic arrival volume of iron ore, but no detailed chart analysis is provided [4][5][7][9].