铁矿石早报-20260304

Group 1: Report Information - Report title: Iron Ore Morning Report [1] - Report date: March 4, 2026 [2] - Research team: Black Team of the Research Center [2] Group 2: Spot Market Australia - Price and change: The latest price of Newman powder is 749, with a daily change of -1 and a weekly change of 1; PB powder is 753, with a daily change of -1 and a weekly change of 1; Mac powder is 744, with a daily change of -1 and a weekly change of -2; Jinbuba is 706, with a daily change of -1 and a weekly change of 1; Mixed powder is 688, with a daily change of -5 and a weekly change of -22; Super special powder is 642, with a daily change of -3 and a weekly change of 1; Car powder is 885, with a daily change of -1 and a weekly change of 12 [3]. - Import profit: Newman powder is -1.09; Mac powder is 19.74; Jinbuba is 29.75; Mixed powder is -14.39; Super special powder is -10.80; Car powder is 7.84 [3]. Brazil - Price and change: The latest price of Brazilian mixed ore is 789, with a daily change of -1 and a weekly change of 6; Brazilian coarse IOC6 is 713, with a daily change of -1 and a weekly change of -14; Brazilian coarse SSFG is 718, with a daily change of -1 and a weekly change of -14 [3]. - Import profit: Brazilian mixed ore is 1.20 [3]. Non - mainstream - Price and change: The latest price of Ukrainian fine powder is 853, with a daily change of 3 and a weekly change of 8; 61% Indian powder is 695, with a daily change of -1 and a weekly change of 1; Karara fine powder is 853, with a daily change of 3 and a weekly change of 4; Roy Hill powder is 740, with a daily change of -1 and a weekly change of 1; KUMBA powder is 812, with a daily change of -1 and a weekly change of 1; 57% Indian powder is 577, with a daily change of -3 and a weekly change of 1; Atlas powder is 683, with a daily change of -5 and a weekly change of -22 [3]. - Import profit: Roy Hill powder is 51.45 [3]. Domestic Ore - Price and change: The latest price of Tangshan iron concentrate is 950, with a daily change of 6 and a weekly change of 6 [3]. Group 3: Forward Market Dalian Commodity Exchange - Price and change: The latest price of i2701 is 719.5, with a daily change of -2.0 and a weekly change of -4.5; i2605 is 753.5, with a daily change of -1.0 and a weekly change of 1.0; i2609 is 733.0, with a daily change of -0.5 and a weekly change of -2.5 [3]. - Monthly spread: i2701 - i2605 is 13.5; i2605 - i2609 is -34.0; i2609 - i2701 is 20.5 [3]. Singapore Exchange - Price and change: The latest price of FE01 is 95.69, with a daily change of 0.54 and a weekly change of 1.87; FE05 is 98.70, with a daily change of 0.76 and a weekly change of 3.20; FE09 is 97.01, with a daily change of 0.62 and a weekly change of 2.24 [3]. - Monthly spread: FE01 - FE05 is 1.32; FE05 - FE09 is -3.01; FE09 - FE01 is 1.69 [3]. Group 4: Basis and Spread - Dalian Commodity Exchange: The basis of i2701 is 70.9, with a daily change of 1.0 and a weekly change of 8.6; i2605 is 36.9, with a daily change of 0.0 and a weekly change of 3.1; i2609 is 57.4, with a daily change of -0.5 and a weekly change of 6.6 [3]. - Singapore Exchange: The spread of FE01 is -20.1; FE05 is -10.4; FE09 is -18.3 [3].