7月31日，铁货发布2019年上半年业绩预告，预计上半年公司拥有人应占亏损净额同步将有所扩大。 公告称，尽管集团的营运表现整体符合预期，而K&S于2019年上半年产生的EBITDA预期高于去年同期，由于2018年 年末资产减值回拨导致折旧开支较高，以及因来自Gazprombank及Petropavlovsk贷款相关的利率较高，以及主要由于 俄罗斯卢布升值造成外汇亏损，导致公司财务开支增加。 受该消息影响，铁货股票价格在早盘时段出现大幅走低趋势，截至今日港股由于台风天气原因提前收盘，股价0.171港 元，跌17.4%，换手率1.67%，市值为12.13亿港元。 中报预告还称，该集团与将予摊销工商银行贷款有关的未摊销借款成本约为1100万美元。由于该集团已就工商银行贷 款融资进行再融资，因此须要作出会计调整，以悉数撇销该笔在2019年上半年损益表中约1100万美元的未摊销成本， 而非于余下贷款期限摊销成本。撇销并无对该集团造成任何现金影响。 同时铁货还公布了2019年第二季的铁矿销售数据及未来预期，2019年第二季的平均产能约为88%，6月产能为93%，创 每月生产记录，其中K&S销量及产量分别较上一季增加35. ...

Core Viewpoint - The iron ore contract for August in Singapore has increased by 3.4% to $107 per ton [1] Industry Summary - The rise in iron ore prices indicates a potential recovery in demand within the steel industry, which is closely linked to construction and manufacturing sectors [1]

Group 1 - The main iron ore futures contract increased by over 2.00% during the day, currently reported at 808.50 yuan per ton [1]

Core Viewpoint - Iron ore prices have surpassed $100 per ton, indicating a significant shift in the market dynamics for this commodity [1] Group 1 - The increase in iron ore prices reflects growing demand and potential supply constraints in the industry [1] - This price level may impact the profitability of mining companies and influence investment decisions within the sector [1] - Analysts are closely monitoring the factors contributing to this price surge, including global economic conditions and production levels [1]