银河期货铁矿石日报-20260305
Yin He Qi Huo·2026-03-05 10:59
- Report's Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - No explicit core viewpoints presented in the given content 3. Summary According to the Report Content Futures Price and Spread - DCE01 price increased from 717.5 to 721.5, DCE05 from 752.0 to 759.0, and DCE09 from 731.5 to 735.5 [2] - I01 - I05 spread decreased by 3.0 to -37.5, I05 - I09 spread increased by 3.0 to 23.5, and I09 - I01 spread remained unchanged at 14.0 [2] Spot Price and Basis - Most spot prices decreased, such as PB powder (60.8%) from 750 to 748, while BRBF (62.5%) and BRBF (63%) increased [2] - The optimal delivery product is IOC6, with 01 - contract basis of 69, 05 - contract basis of 35, and 09 - contract basis of 55 [2] Spot Variety Spread and Import Profit - Some spot variety spreads changed slightly, like the spread between Newman block and Newman powder increased by 2 to 119 [2] - Import profits of most products decreased, for example, the import profit of PB powder decreased from 1 to -4 [2] Index and Spread - The price of the Platts 61% iron ore index remained unchanged at 100.6, the 65% index decreased from 118.8 to 118.5, and the 58% index remained at 91.6 [2] - The spreads between the SGX main contract and DCE contracts increased, e.g., SGX main - DCE01 increased from 9.6 to 10.1 [2]