研究所 黑色研发报告 铁矿石日报 2025 年 11 月 03 日 | | 今日 | 昨日 | 涨跌 | | 今日 | 昨日 | 涨跌 | | --- | --- | --- | --- | --- | --- | --- | --- | | DCE01 | 782.5 | 800.0 | -17.5 | I01-I05 | 22.0 | 23.5 | -1.5 | | DCE05 | 760.5 | 776.5 | -16.0 | I05-I09 | 20.0 | 21.5 | -1.5 | | DCE09 | 740.5 | 755.0 | -14.5 | I09-I01 | -42.0 | -45.0 | 3.0 | | 现货 | 昨天 | 前天 | 涨跌 | 折标准品 | 01厂库基差 | 05厂库基差 | 09厂库基差 | | P B粉(60.8%) | 797 | 798 | -1 | 868 | 60 | 84 | 105 | | 纽曼粉 | 800 | 802 | -2 | 867 | 59 | 82 | 104 | | 麦克粉 | 796 | 795 | 1 | 864 | 56 | 79 ...

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints No information provided. 3. Summary by Relevant Catalogs Futures Market - DCE01 decreased from 787.0 to 776.5, a drop of 10.5; DCE05 decreased from 763.0 to 754.0, a drop of 9.0; DCE09 decreased from 806.5 to 797.0, a drop of 9.5 [2] - I01 - I05 decreased from 24.0 to 22.5, a drop of 1.5; I05 - I09 increased from -43.5 to -43.0, an increase of 0.5; I09 - I01 increased from 19.5 to 20.5, an increase of 1.0 [2] Spot Market - Most iron ore spot prices increased, such as PB powder rising from 767 to 780, an increase of 13; Newman powder rising from 764 to 776, an increase of 12 [2] - The optimal delivery product is PB powder, with a standard - product price of 822, 01 - factory - warehouse basis of 27, 05 - factory - warehouse basis of 51, and 09 - factory - warehouse basis of 8 [2] Spot Variety Spread and Import Profit - Some spot variety spreads remained stable, like the card - powder - PB - powder spread at 110, unchanged; the card - powder - Jinbuba spread at 137, unchanged [2] - Import profits of most varieties decreased, such as card powder's import profit dropping from -19 to -23, a decrease of 4; Newman powder's import profit dropping from 4 to -1, a decrease of 6 [2] Index and Spread - The Platts 62% iron ore price increased from 100.4 to 103.0, an increase of 2.7; the Platts 65% iron ore price increased from 117.9 to 120.5, an increase of 2.7; the Platts 58% iron ore price increased from 88.5 to 91.0, an increase of 2.5 [2] - SGX - DCE01 decreased from 7.7 to 7.5, a decrease of 0.2; SGX - DCE05 remained unchanged at 10.5; SGX - DCE09 decreased from 5.3 to 5.0, a decrease of 0.2 [2]