银河期货铁矿石日报-20260311

Group 1: Report Information - Report Name: Iron Ore Daily Report [2] - Report Date: March 11, 2026 [2] Group 2: Futures Market Data - DCE01 price: 740.5, up 1.5 from yesterday [2] - DCE05 price: 787.5, up 3.5 from yesterday [2] - DCE09 price: 758.5, up 1.5 from yesterday [2] - I01 - I05 spread: -47.0, down 2.0 from yesterday [2] - I05 - I09 spread: 29.0, up 2.0 from yesterday [2] - I09 - I01 spread: 18.0, unchanged from yesterday [2] Group 3: Spot Market Data - PB powder (60.8%): price 769, unchanged; standard - grade equivalent 835; 01 - factory - basis 88, 05 - factory - basis 43, 09 - factory - basis 70 [2] - Newman powder: price 769, unchanged; standard - grade equivalent 841; 01 - factory - basis 94, 05 - factory - basis 49, 09 - factory - basis 76 [2] - Macfie powder: price 762, unchanged; standard - grade equivalent 842; 01 - factory - basis 95, 05 - factory - basis 50, 09 - factory - basis 77 [2] - Jinbuba powder (60.3%): price 725, unchanged; standard - grade equivalent 878; 01 - factory - basis 131, 05 - factory - basis 86, 09 - factory - basis 113 [2] - Roy Hill powder: price 759, unchanged; standard - grade equivalent 853; 01 - factory - basis 106, 05 - factory - basis 61, 09 - factory - basis 88 [2] - Super Special powder: price 655, down 3; standard - grade equivalent 877; 01 - factory - basis 130, 05 - factory - basis 85, 09 - factory - basis 112 [2] - BRBF (62.5%): price 795, down 3; standard - grade equivalent 816; 01 - factory - basis 69, 05 - factory - basis 24, 09 - factory - basis 51 [2] - BRBF (63%): price 805, down 3; standard - grade equivalent 820; 01 - factory - basis 73, 05 - factory - basis 28, 09 - factory - basis 55 [2] - FMG: price 705, down 5; standard - grade equivalent 847; 01 - factory - basis 100, 05 - factory - basis 55, 09 - factory - basis 82 [2] - Carajás powder: price 905, unchanged; standard - grade equivalent 854; 01 - factory - basis 107, 05 - factory - basis 62, 09 - factory - basis 89 [2] - Karara concentrate: price 875, unchanged; standard - grade equivalent 863; 01 - factory - basis 116, 05 - factory - basis 71, 09 - factory - basis 98 [2] - Ukrainian concentrate: price 873, unchanged; standard - grade equivalent 911; 01 - factory - basis 164, 05 - factory - basis 119, 09 - factory - basis 146 [2] - IOC6: price 732, unchanged; standard - grade equivalent 818; 01 - factory - basis 71, 05 - factory - basis 26, 09 - factory - basis 53 [2] - KUMBA: price 837, down 3; standard - grade equivalent 823; 01 - factory - basis 76, 05 - factory - basis 31, 09 - factory - basis 58 [2] - SP10: price 699, unchanged; standard - grade equivalent 838; 01 - factory - basis 91, 05 - factory - basis 46, 09 - factory - basis 73 [2] - Minmetals standard powder: price 781, down 5; standard - grade equivalent 843; 01 - factory - basis 96, 05 - factory - basis 51, 09 - factory - basis 78 [2] - Optimal delivery product: BRBF (62.5%) [2] Group 4: Spot Price Spreads and Import Profits - Carajás powder - PB powder spread: 132, unchanged [2] - Newman powder - Jinbuba powder spread: 44, unchanged [2] - Carajás powder - Jinbuba powder spread: 180, unchanged [2] - PB powder - Jinbuba powder spread: 48, unchanged [2] - Newman lump - Newman powder spread: 113, down 6 [2] - Roy Hill lump - Roy Hill powder spread: 48, down 6 [2] - Macfie powder - Super Special powder spread: 107, up 3 [2] - PB powder - Super Special powder spread: 118, up 3 [2] - PB lump - PB powder spread: 110, down 2 [2] - Carajás powder import profit: -12, down 13 [2] - Newman powder import profit: 33, unchanged [2] - PB powder import profit: -13, down 1 [2] - Jinbuba powder import profit: 36, down 3 [2] - Super Special powder import profit: -16, down 7 [2] - PB lump import profit: 91, down 3 [2] - BRBF import profit: -14, down 6 [2] - Macfie powder import profit: 30, unchanged [2] - FMG import profit: -20, down 9 [2] Group 5: Platts Index and内外盘美金价差 - Platts Iron Ore 61% price: 104.9, up 0.3 [2] - Platts Iron Ore 65% price: 124.3, up 1.1 [2] - Platts Iron Ore 58% price: 95.6, up 1.1 [2] - SGX main - DCE01 spread: 12.1, up 0.8 [2] - SGX main - DCE05 spread: 6.4, up 0.6 [2] - SGX main - DCE09 spread: 9.8, up 0.7 [2] Group 6: Graphs - Graph 1: Optimal delivery product - 01 contract basis [8] - Graph 2: Optimal delivery product - 05 contract basis [8] - Graph 3: Optimal delivery product - 09 contract basis [11] - Graph 4: Inter - period arbitrage 5/9 spread [11] - Graph 5: PB powder import profit [12] - Graph 6: PB lump import profit [12] - Graph 7: Super Special powder import profit [14] - Graph 8: Carajás powder import profit [14] - Graph 9: PB lump - PB powder spread [18] - Graph 10: Carajás powder - PB powder spread [18] - Graph 11: Iron ore domestic - foreign US dollar spread [22] - Graph 12: Steel mill cash profit and high - medium - low grade spreads [22]