光期黑色：铁矿石基差及价差监测日报-20260331

1. Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. 2. Core Viewpoints - The report provides daily monitoring data on iron ore basis and spreads, including futures contract prices, spreads, and basis data for various iron ore varieties [3][7]. 3. Summary by Relevant Catalogs 3.1 Futures Contract Prices and Spreads - The closing prices of I05, I09, and I01 contracts are 813.0, 791.0, and 771.5 respectively, with changes of 1.0, 3.0, and 2.0 compared to the previous day [3]. - The spreads between I05 - I09, I09 - I01, and I01 - I05 are 22.0, 19.5, and -41.5 respectively, with changes of -2.0, 1.0, and 1.0 compared to the previous day [3]. 3.2 Basis Data - The basis data for multiple iron ore varieties are presented, such as the basis of Carajás fines is 97, with no change from the previous day [7]. - Different iron ore varieties have different basis values and changes, including BRBF, Newman fines, PB fines, etc. [7]. 3.3 Adjustment of Deliverable Brands - Four new deliverable varieties (Benxi concentrate, IOC6, KUMBA, Ukrainian concentrate) are added, with brand premiums of 0, effective from the I2202 contract [12]. - The brand premiums of existing varieties are adjusted, with only PB fines, BRBF, and Carajás fines having a brand premium of 15 yuan/ton, and the rest being 0 [12]. - The allowable range of iron grade and other element indicators is adjusted, and the quality premium and discount rules are more detailed [12]. 3.4 Variety Spreads - The spreads between different iron ore varieties are provided, such as the spread between PB lump and PB fines is 109.0, with a change of -3.0 compared to the previous day [14]. - Other spreads include Newman lump - Newman fines, Carajás fines - Newman fines, etc. [14].