铁矿石早报-20260302

Group 1: Report Information - Report Name: Iron Ore Morning Report [1] - Research Team: Black Team of the Research Center [2] - Report Date: March 2, 2026 [2] Group 2: Spot Market Data Australia - Newman Powder: Latest price 749, daily change +4, weekly change +1, converted to futures price 800.9, forward price 96.20, daily change -0.10, weekly change +3.75, import profit 10.58 [3] - PB Powder: Latest price 753, daily change +4, weekly change +1, converted to futures price 800.6 [3] - Mac Powder: Latest price 744, daily change +4, weekly change -2, converted to futures price 812.8, forward price 95.95, daily change -0.05, weekly change +3.80, import profit 29.58 [3] - Jimbobara: Latest price 706, daily change +4, weekly change +1, converted to futures price 795.7, forward price 88.60, daily change -0.05, weekly change +4.50, import profit 39.00 [3] - Mixed Powder: Latest price 697, daily change +5, weekly change -8, converted to futures price 832.5, forward price 93.15, daily change -0.10, weekly change +3.25, import profit 1.47 [3] - Ultra Special Powder: Latest price 639, daily change 0, weekly change -2, converted to futures price 855.7, forward price 87.60, daily change -0.15, weekly change +3.20, import profit -7.27 [3] - Caribbean Powder: Latest price 880, daily change +2, weekly change +26, converted to futures price 813.7, forward price 116.95, daily change -0.25, weekly change +4.40, import profit 18.21 [3] Brazil - Brazilian Blend: Latest price 789, daily change +4, weekly change +6, converted to futures price 792.8, forward price 105.65, daily change -0.20, weekly change +4.30, import profit 12.09 [3] - Brazilian Coarse IOC6: Latest price 713, daily change +4, weekly change -14, converted to futures price 782.0 [3] - Brazilian Coarse SSFG: Latest price 718, daily change +4, weekly change -14 [3] Non - mainstream - Ukrainian Concentrate: Latest price 849, daily change +4, weekly change +5, converted to futures price 930.5 [3] - 61% Indian Powder: Latest price 695, daily change +4, weekly change +1 [3] - Karara Concentrate: Latest price 851, daily change +4, weekly change +3, converted to futures price 868.6 [3] - Roy Hill Powder: Latest price 740, daily change +4, weekly change +1, converted to futures price 814.6, forward price 92.05, daily change -0.15, weekly change +3.40, import profit 59.60 [3] - KUMBA Powder: Latest price 812, daily change +4, weekly change +1, converted to futures price 790.4 [3] - 57% Indian Powder: Latest price 574, daily change 0, weekly change -2 [3] - Atlas Powder: Latest price 692, daily change +5, weekly change -8 [3] Others - PB Lump/Lump Premium: Latest price 859, daily change +4, weekly change +11, premium 0.117, daily change 0, weekly change 0.0665 [3] - Ukrainian Pellet/Pellet Premium: Latest price 849, daily change +4, weekly change +5, premium 16.00, daily change 0.65, weekly change 0.70 [3] - Domestic Ore (Tangshan Iron Concentrate): Latest price 944, daily change 0, weekly change -13, converted to futures price 831.0 [3] Group 3: Futures Market Data Dalian Commodity Exchange - i2701: Latest price 719.0, daily change -1.5, weekly change -1.0, monthly spread 12.0, basis/price difference between domestic and foreign markets 71.4, daily change 5.6, weekly change 5.8 [3] - i2605: Latest price 750.5, daily change +2.0, weekly change +4.5, monthly spread -31.5, basis/price difference between domestic and foreign markets 39.9, daily change 2.1, weekly change 0.3 [3] - i2609: Latest price 731.0, daily change -1.0, weekly change +0.5, monthly spread 19.5, basis/price difference between domestic and foreign markets 59.4, daily change 5.1, weekly change 4.3 [3] Singapore Exchange - FE01: Latest price 95.23, daily change -0.58, weekly change +1.77, monthly spread 1.25, basis/price difference between domestic and foreign markets -15.7, daily change 5.6, weekly change 9.1 [3] - FE05: Latest price 97.86, daily change -0.01, weekly change +2.78, monthly spread -2.63, basis/price difference between domestic and foreign markets -8.0, daily change 0.8, weekly change 5.6 [3] - FE09: Latest price 96.48, daily change -0.31, weekly change +2.13, monthly spread 1.38, basis/price difference between domestic and foreign markets -13.9, daily change 3.6, weekly change 8.8 [3] Group 4: Other Data - Platts 61 Index: Latest price 99.30, daily change +0.30, weekly change +2.80 [3]