Group 1: Core Viewpoints - Domestic arrivals at 47 ports reached 27.504 million tons, a significant rebound from the low, with arrivals from Australia, Brazil, and non - Australia - Brazil regions increasing by 2.744 million tons, 0.431 million tons, and 0.406 million tons respectively. Overseas ore shipments declined from the high, with the global total at 33.248 million tons, a decrease of 2.483 million tons week - on - week, but still at a high level for the year. The decrease was mainly due to Australian ore, and the continuous decline of the three major Australian miners' shipments was questionable. Shipments from Brazil and other regions were weakly stable. According to the shipping schedule, the arrivals of Australian and Brazilian ore at domestic ports will rise and then fall, while the overall overseas ore supply will continue to increase [2]. Group 2: Ore Arrival and Shipment Data Arrival Data - Northern six ports: The arrival volume was 12.902 million tons, a week - on - week increase of 0.452 million tons (3.63%), a month - on - month decrease of 0.107 million tons (- 0.82%), and a year - on - year increase of 0.255 million tons (2.02%) [3]. - National 45 ports: The arrival volume was 26.75 million tons, a week - on - week increase of 3.127 million tons (13.24%), a month - on - month increase of 1.49 million tons (5.90%), and a year - on - year increase of 3.331 million tons (14.22%) [3]. - National 47 ports: The arrival volume was 27.504 million tons, a week - on - week increase of 3.581 million tons (14.97%), a month - on - month increase of 1.054 million tons (3.98%), and a year - on - year increase of 2.273 million tons (9.01%) [3]. - National 47 ports - Australian ore: The arrival volume was 17.945 million tons, a week - on - week increase of 2.744 million tons (18.05%), a month - on - month increase of 2.857 million tons (18.94%), and a year - on - year increase of 1.089 million tons (6.46%) [3]. - National 47 ports - Brazilian ore: The arrival volume was 6.136 million tons, a week - on - week increase of 0.431 million tons (7.55%), a month - on - month decrease of 1.004 million tons (- 14.06%), and a year - on - year increase of 0.706 million tons (13.00%) [3]. - National 47 ports - Other ore: The arrival volume was 3.423 million tons, a week - on - week increase of 0.406 million tons (13.46%), a month - on - month decrease of 0.799 million tons (- 18.92%), and a year - on - year increase of 0.478 million tons (16.23%) [3]. Shipment Data - Australian shipments (original caliber): The shipment volume was 16.468 million tons, a week - on - week decrease of 1.901 million tons (- 10.35%), a month - on - month increase of 0.059 million tons (0.36%), and a year - on - year decrease of 1.152 million tons (- 6.54%) [3]. - Australian shipments to China: The shipment volume was 14.14 million tons, a week - on - week decrease of 1.781 million tons (- 11.19%), a month - on - month increase of 0.337 million tons (2.44%), and a year - on - year decrease of 0.397 million tons (- 2.73%) [3]. - Brazilian shipments (original caliber): The shipment volume was 7.998 million tons, a week - on - week increase of 0.092 million tons (1.16%), a month - on - month decrease of 1.743 million tons (- 17.89%), and a year - on - year increase of 0.844 million tons (11.80%) [3]. - Global 19 ports: The total shipment volume was 33.248 million tons, a week - on - week decrease of 2.483 million tons (- 6.95%), a month - on - month decrease of 2.3197 million tons (- 6.52%), and a year - on - year increase of 0.5088 million tons (1.55%) [3]. - Australian shipments in global 19 ports: The shipment volume was 19.188 million tons, a week - on - week decrease of 1.658 million tons (- 7.95%), a month - on - month increase of 0.2421 million tons (1.28%), and a year - on - year increase of 0.2421 million tons (1.28%) [3]. - Brazilian shipments in global 19 ports: The shipment volume was 8.54 million tons, a week - on - week decrease of 0.392 million tons (- 4.39%), a month - on - month decrease of 1.5355 million tons (- 15.24%), and a year - on - year decrease of 1.5355 million tons (- 15.24%) [3]. - Other shipments in global 19 ports: The shipment volume was 5.52 million tons, a week - on - week decrease of 0.433 million tons (- 7.27%), a month - on - month decrease of 1.0263 million tons (- 15.68%), and a year - on - year decrease of 1.0263 million tons (- 15.68%) [3]. Major Miners' Shipment Data - VALE: The shipment volume was 6.896 million tons, a week - on - week increase of 0.7839 million tons (12.82%), a month - on - month decrease of 1.1405 million tons (- 14.19%), and a year - on - year increase of 0.9848 million tons (16.66%) [3]. - RIO: The shipment volume was 6.579 million tons, a week - on - week decrease of 0.6653 million tons (- 9.18%), a month - on - month increase of 0.4688 million tons (7.67%), and a year - on - year decrease of 0.8489 million tons (- 11.43%) [3]. - RIO shipments to China: The shipment volume was 4.91 million tons, a week - on - week decrease of 1.462 million tons (- 22.94%), a month - on - month increase of 0.189 million tons (4.00%), and a year - on - year decrease of 1.018 million tons (- 17.17%) [3]. - BHP: The shipment volume was 5.175 million tons, a week - on - week decrease of 0.583 million tons (- 10.12%), a month - on - month decrease of 0.0524 million tons (- 1.00%), and a year - on - year decrease of 0.1053 million tons (- 1.99%) [3]. - BHP shipments to China: The shipment volume was 4.517 million tons, a week - on - week decrease of 0.0281 million tons (- 5.86%), a month - on - month increase of 0.043 million tons (0.96%), and a year - on - year increase of 0.197 million tons (4.56%) [3]. - FMG: The shipment volume was 3.92 million tons, a week - on - week decrease of 0.5228 million tons (- 11.77%), a month - on - month decrease of 0.4301 million tons (- 9.89%), and a year - on - year decrease of 0.1317 million tons (- 3.25%) [3]. - FMG shipments to China: The shipment volume was 3.92 million tons, a week - on - week decrease of 0.061 million tons (- 1.53%), a month - on - month increase of 0.033 million tons (0.85%), and a year - on - year increase of 0.491 million tons (14.32%) [3]. Group 3: Related Charts - The report includes charts on domestic port arrival volumes, global iron ore shipment volumes, shipment volumes of the four major miners, and estimated domestic arrival volumes of iron ore [5][6][8][10].

运筹帷幄决胜千里 投资咨询业务资格：证监许可【2011】1778 号 1、国内 47 港到货量为 2571.60 万吨，环比降 50.80 万吨，再度回落；其中澳矿到货环比降 132.00 万 吨，而巴西矿则是微降 17.10 万吨，高位平稳运行；而非澳巴矿则是环比增 98.30 万吨。 2、海外矿石发运弱稳运行，全球 19 港矿石发运总量为 3046.70 万吨，环比微降 15.07 万吨。主流矿 商发运延续下降，四大矿商合计发运环比减 92.64 万吨；细分地区看澳矿减 117.68 万吨，延续低位，而巴 西矿增 115.79 万吨，再度回升；而非澳巴矿环比微降 13.18 万吨，平稳运行。 3、按船期推算国内港口澳巴矿到货量短期回落，但降幅不大，海外矿石供应延续趋稳运行。 二、矿石到货与发运数据 | | | | | | 铁矿石周度到货和发运数据 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 指标 | 本期值 | 上期值 | 周度变化 | 周度变化 | 上月末值 | 月 ...