铁矿石周度数据（20260213）-20260213

Report Industry Investment Rating - Not provided Core View of the Report - The supply - demand pattern of iron ore has changed. The demand for iron ore has improved, but the supply has shrunk in the short term. However, the sustainability of the improvement is questionable, and the actual situation is relatively weak and stable. It is expected that the iron ore price will continue to fluctuate at a low level. During the holiday, attention should be paid to the inventory accumulation of finished steel and the shipping of mines [2] Summary by Relevant Catalogs Inventory - 45 - port iron ore inventory is 16,946.32, with a week - on - week decrease of 194.39, a month - on - month decrease of 75.94, and a year - on - year increase of 2,012.01 [1] - 247 steel mills' imported ore inventory is 10,703.93, with a week - on - week increase of 387.29, a month - on - month increase of 735.34, and a year - on - year decrease of 142.39 [1] Supply - The arrival volume of iron ore at 45 domestic ports is 2,361.30, with a week - on - week decrease of 123.40, a month - on - month decrease of 168.70, and a year - on - year increase of 302.00 [1] - The global iron ore shipping volume is 2,535.30, with a week - on - week decrease of 559.30, a month - on - month decrease of 443.04, and a year - on - year increase of 305.90 [1] Demand - The average daily hot metal output of 247 steel mills is 230.49, with a week - on - week increase of 1.91, a month - on - month increase of 2.51, and a year - on - year increase of 5.04 [1] - The average daily port clearance volume of 45 ports is 351.19, with a week - on - week increase of 10.11, a month - on - month increase of 18.88, and a year - on - year increase of 21.06 [1] - The daily consumption of imported ore by 247 steel mills is 285.54, with a week - on - week increase of 3.30, a month - on - month increase of 4.58, and a year - on - year increase of 4.52 [1] - The weekly average of iron ore transactions at major ports is 38.53, with a week - on - week decrease of 52.19, a month - on - month decrease of 52.13, and a year - on - year decrease of 35.59 [1]