铁矿石早报-20260212

Group 1: Report Overview - Report Name: Iron Ore Morning Report [1] - Report Date: February 12, 2026 [2] - Research Team: Black Team of the Research Center [2] Group 2: Spot Market Australian Mainstream Iron Ore - Price Changes: Newman powder, PB powder, Mac powder, and Jinbuba powder all decreased by 18 yuan compared to the previous week. The mixed powder increased by 1 yuan compared to the previous day and decreased by 15 yuan compared to the previous week. The super special powder decreased by 16 yuan compared to the previous week. The car powder decreased by 18 yuan compared to the previous week [3]. - Import Profits: The import profit of Newman powder was 11.15 yuan, Mac powder was 32.33 yuan, Jinbuba powder was 44.34 yuan, and the mixed powder was 0.57 yuan. The super special powder had a loss of -7.15 yuan, and the car powder had a loss of -6.52 yuan [3]. Brazilian Mainstream Iron Ore - Price Changes: The Brazilian mixed decreased by 29 yuan compared to the previous week, and Brazilian coarse IOC6 and Brazilian coarse SSFG decreased by 18 yuan compared to the previous week [3]. - Import Profits: The import profit of the Brazilian mixed was 6.60 yuan [3]. Non - mainstream Iron Ore - Price Changes: Ukrainian iron concentrate powder increased by 8 yuan compared to the previous day and decreased by 13 yuan compared to the previous week. The 61% Indian powder decreased by 18 yuan compared to the previous week. The Karara iron concentrate powder increased by 3 yuan compared to the previous day and decreased by 14 yuan compared to the previous week. Roy Hill powder decreased by 18 yuan compared to the previous week. The KUMBA powder decreased by 18 yuan compared to the previous week. The 57% Indian powder decreased by 16 yuan compared to the previous week. The Atlas powder increased by 1 yuan compared to the previous day and decreased by 15 yuan compared to the previous week [3]. - Import Profits: The import profit of Roy Hill powder was 58.64 yuan [3]. Others - PB Lump/Ore Premium: The price was 852 yuan, increasing by 2 yuan compared to the previous day and 2 yuan compared to the previous week. The premium was 0.0505, increasing by 0.01 compared to the previous day and 0.0275 compared to the previous week [3]. - Ukrainian Pellets/Pellet Premium: The price was 846 yuan, increasing by 8 yuan compared to the previous day and decreasing by 13 yuan compared to the previous week. The premium was 15.30, decreasing by 0.20 compared to the previous day and 0.20 compared to the previous week [3]. - Domestic Ore: The price of Tangshan iron concentrate powder was 963 yuan, remaining unchanged compared to the previous day and decreasing by 6 yuan compared to the previous week [3]. Group 3: Futures Market Dalian Commodity Exchange - i2701: The latest price was 733.5 yuan, increasing by 1.5 yuan compared to the previous day and decreasing by 20.0 yuan compared to the previous week. The monthly spread was 11.5 yuan. The basis was 61.5 yuan, decreasing by 1.5 yuan compared to the previous day and increasing by 0.3 yuan compared to the previous week [3]. - i2605: The latest price was 762.5 yuan, increasing by 1.0 yuan compared to the previous day and decreasing by 19.0 yuan compared to the previous week. The monthly spread was - 29.0 yuan. The basis was 32.5 yuan, decreasing by 1.0 yuan compared to the previous day and decreasing by 0.7 yuan compared to the previous week [3]. - i2609: The latest price was 745.0 yuan, increasing by 1.0 yuan compared to the previous day and decreasing by 19.5 yuan compared to the previous week. The monthly spread was 17.5 yuan. The basis was 50.0 yuan, decreasing by 1.0 yuan compared to the previous day and decreasing by 0.2 yuan compared to the previous week [3]. Singapore Exchange - FE01: The latest price was 97.24 US dollars, decreasing by 0.15 US dollars compared to the previous day and 2.80 US dollars compared to the previous week. The monthly spread was 1.24 US dollars. The difference between the domestic and foreign markets was - 27.4 yuan, increasing by 2.5 yuan compared to the previous day and 8.9 yuan compared to the previous week [3]. - FE05: The latest price was 99.66 US dollars, increasing by 0.10 US dollars compared to the previous day and decreasing by 2.43 US dollars compared to the previous week. The monthly spread was - 2.42 US dollars. The difference between the domestic and foreign markets was - 16.8 yuan, increasing by 0.5 yuan compared to the previous day and 7.1 yuan compared to the previous week [3]. - FE09: The latest price was 98.48 US dollars, decreasing by 0.08 US dollars compared to the previous day and 2.82 US dollars compared to the previous week. The monthly spread was 1.18 US dollars. The difference between the domestic and foreign markets was - 25.1 yuan, increasing by 2.9 yuan compared to the previous day and 10.1 yuan compared to the previous week [3].