光期黑色：铁矿石基差及价差监测日报-20260318

Group 1: Report Overview - The report is the "Iron Ore Basis and Spread Monitoring Daily Report" by Guangda Futures, dated March 18, 2026 [1] Group 2: Futures Contract Information - For I05, the closing price today is 816.5, up 7.5 from the previous day; for I09, it's 785.5, up 8.0; for I01, it's 765.0, up 6.5 [3] - The spread between I05 - I09 is 31.0 today, down 0.5 from the previous day; I09 - I01 is 20.5, up 1.5; I01 - I05 is -51.5, down 1.0 [3] Group 3: Basis Data - The basis of various iron ore varieties has changed. For example, the basis of Carajás fines is 101 today, down 2 from the previous day; BRBF is 39, down 2; Newman fines is -48, down 2 [7] Group 4: Exchange Rule Adjustments - Four new deliverable varieties (Benxi Iron Concentrate, IOC6, KUMBA, Ukrainian Iron Concentrate) are added with a brand premium of 0, effective from the I2202 contract [14] - Brand premiums of some existing varieties are adjusted. Only PB fines, BRBF, and Carajás fines have a brand premium of 15 yuan/ton, and others are 0 [14] - Quality difference and premium rules for substitutes are modified, including adjusting the allowable range of iron grade and other elements and introducing a dynamic adjustment mechanism for iron element premium [14] - Four more deliverable brands (Taigang Iron Concentrate, Magang Iron Concentrate, Minmetals Standard Fines, SP10 Fines) are added with a brand premium of 0, applicable to I2312 and subsequent contracts [14] Group 5: Variety Spread Information - The spread between PB lump - PB fines is 113.0 today, unchanged from the previous day; PB fines - FMG mixed fines is 73.0, up 1.0 [16] - The spread between Newman lump - Newman fines is 160.0 today, down 11.0 from the previous day; PB fines - Super Special fines is 121.0, up 1.0 [16]