铁矿石早报 研究中心黑色团队 2026/2/26 | | | 现货 | | | | 远期 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 地区 | 品种 | 最新 | 日变化 | 周变化 | 折盘面 | 最新 | 日变化 | 周变化 | 进口利润 | | 普氏61指数 | | 96.90 | 0.50 | 0.15 | | | | | | | 纽曼粉 | | 748 | 8 | -11 | 799.8 | 95.65 | 1.85 | 2.10 | 9.23 | | PB粉 | | 752 | 8 | -11 | 799.5 | | | | | | 澳洲 | 麦克粉 | 746 | 8 | -11 | 815.0 | 95.45 | 1.85 | 2.20 | 30.90 | | 金布巴 | | 705 | 8 | -11 | 794.7 | 88.05 | 1.85 | 2.85 | 38.00 | | 主流 | 混合粉 | 710 | 9 | 2 | 846.6 | 92.85 | 1.60 | 1.85 | ...

Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core Viewpoint - No core viewpoint is presented in the report. 3. Summary by Relevant Catalog Spot Market - **Price Changes**: The prices of various iron ore varieties showed different degrees of decline. For example, the price of Newman powder decreased by 12 yuan per ton compared to the previous day and 15 yuan per ton compared to the previous week [3]. - **Import Profits**: The import profits of different varieties also varied. The import profit of mixed powder was 18.16 yuan per ton, while that of PB powder was -10.59 yuan per ton [3]. Futures Market - **Price Movements**: The prices of iron ore futures contracts on the Dalian Commodity Exchange (DCE) and the Singapore Exchange (SGX) generally declined. For instance, the price of the i2601 contract on the DCE decreased by 15.5 yuan per ton compared to the previous day and 17.5 yuan per ton compared to the previous week [3]. - **Spread Changes**: The monthly spreads between different contracts also changed. The spread between i2601 and i2605 increased by 4.5 yuan per ton compared to the previous day and 6.4 yuan per ton compared to the previous week [3].

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - Not provided in the given content 3. Summary by Relevant Catalogs Spot Market - The latest price of the Platts 62 Index is 105.65, with a daily change of -1.40 and a weekly change of 0.55 [3]. - For Newman powder, the price is 788, daily change is 1, weekly change is 9, and the import profit is -36.23. Its forward price is 103.65, with a daily change of 0.30 and a weekly change of 1.20 [3]. - PB powder's price is 794, daily change is 4, weekly change is 12, and the import profit is -12.67. Its forward price is 106.10, with a daily change of 0.20 and a weekly change of 1.15 [3]. - The price of Mac powder is 778 in Australia, daily change is 1, weekly change is 8, and the import profit is -12.04. Its forward price is 102.40, with a daily change of 0.25 and a weekly change of 1.10 [3]. - The price of Jinbuba powder is 764, daily change is 6, weekly change is 15, and the import profit is -11.49. Its forward price is 99.65, with a daily change of 0.20 and a weekly change of 1.30 [3]. - The price of mainstream mixed powder is 743, daily change is 4, weekly change is 21, and the import profit is 4.51. Its forward price is 95.30, with a daily change of 0.45 and a weekly change of 1.85 [3]. - The price of Super Special powder is 704, daily change is 4, weekly change is 16, and the import profit is 13.36. Its forward price is 90.25, with a daily change of 0.30 and a weekly change of 1.10 [3]. - The price of Carajás powder is 906, daily change is 6, weekly change is 9, and the import profit is -31.68. Its forward price is 122.65, with a daily change of 0.20 and a weekly change of 0.40 [3]. - The price of Brazilian mixed powder is 816, daily change is 4, weekly change is 11, and the import profit is -21.31. Its forward price is 109.75, with a daily change of 0.30 and a weekly change of 1.35 [3]. - The price of Brazilian coarse IOC6 is 799, daily change is 4, and weekly change is 12 [3]. - The price of Brazilian coarse SSFG is 804, daily change is 4, and weekly change is 12 [3]. - The price of Ukrainian iron concentrate powder is 920, with a weekly change of 10 [3]. - The price of 61% Indian powder is 753, daily change is 6, and weekly change is 15 [3]. - The price of Karara iron concentrate powder is 920, with a weekly change of 10 [3]. - The price of non - mainstream Roy Hill powder is 764, daily change is 4, weekly change is 12, and the import profit is -6.74. Its forward price is 100.75, with a daily change of 0.25 and a weekly change of 1.00 [3]. - The price of KUMBA powder is 853, daily change is 4, and weekly change is 12 [3]. - The price of 57% Indian powder is 644, daily change is 4, and weekly change is 16 [3]. - The price of Atlas powder is 738, daily change is 4, and weekly change is 21 [3]. - The price of PB lump/ lump ore premium is 928, with a weekly change of 2. Its forward price is 0.1825, with a weekly change of 0.0005 [3]. - The price of Ukrainian pellet/ pellet premium is 920, with a weekly change of 10. Its forward price is 16.85, with a daily change of 0.25 and a weekly change of 0.25 [3]. - The price of Tangshan iron concentrate powder (domestic ore) is 1001, with a weekly change of 5 [3]. Futures Market - The latest price of i2601 on the Dalian Commodity Exchange is 799.5, daily change is 4.0, weekly change is 10.0, and the monthly spread is 16.5. The basis/ internal - external spread is 31.4, with a daily change of 0.3 and a weekly change of 1.9 [3]. - The latest price of i2605 on the Dalian Commodity Exchange is 777.5, daily change is 4.0, weekly change is 12.5, and the monthly spread is 22.0. The basis/ internal - external spread is 53.4, with a daily change of 0.3 and a weekly change of - 0.6 [3]. - The latest price of i2509 on the Dalian Commodity Exchange is 816.0, daily change is - 24.5, weekly change is - 18.5, and the monthly spread is - 38.5. The basis/ internal - external spread is 14.9, with a daily change of 28.8 and a weekly change of 30.4 [3]. - The latest price of FE01 on the Singapore Exchange is 102.11, daily change is - 1.18, weekly change is 0.68, and the monthly spread is 3.29. The basis/ internal - external spread is - 25.9, with a daily change of 0.3 and a weekly change of 0.7 [3]. - The latest price of FE05 on the Singapore Exchange is 99.82, daily change is - 1.03, weekly change is 0.76, and the monthly spread is 2.29. The basis/ internal - external spread is - 29.5, with a daily change of 1.1 and a weekly change of 2.0 [3]. - The latest price of FE09 on the Singapore Exchange is 105.40, daily change is - 0.97, weekly change is 0.65, and the monthly spread is - 5.58. The basis/ internal - external spread is - 7.4, with a daily change of 1.1 and a weekly change of 5.0 [3].

Report Information - Report Title: Iron Ore Morning Report - Research Team: Black Team of the Research Center - Date: June 23, 2025 [1] Spot Market - **Price Changes**: The prices of various iron ore varieties showed different daily and weekly changes. For example, the price of Newman powder increased by 5 to 703, with a weekly decrease of 5; the price of PB powder increased by 2 to 710, with a weekly decrease of 9 [2]. - **Import Profits**: Import profits also varied among different varieties. The import profit of mixed powder was 8.94, while that of Newman powder was -29.20 [2]. Futures Market - **DCE Contracts**: The prices of DCE iron ore contracts i2601, i2605, and i2509 all showed increases on the day, with changes of 2.0, 2.5, and 5.0 respectively. The weekly changes were 1.5, 3.0, and 0.0 respectively [2]. - **SGX Contracts**: The prices of SGX contracts FE01, FE05, and FE09 had different changes. FE01 decreased by 0.22 to 90.22, with a weekly decrease of 1.74 [2]. Basis and Spread - **Basis**: The basis between spot and futures also showed changes. For example, the basis of i2601 was 68.1, with a daily decrease of 0.9 and a weekly decrease of 11.1 [2]. - **Inter - monthly Spread**: The inter - monthly spreads of different contracts also varied. The inter - monthly spread of i2601 was 29.0 [2].

| | | | | | 现货 | | | | | 远期 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 地区 | 品种 | 最新 | 日变化 | | 周变化 | | 折盘面 | 最新 | 日变化 | 周变化 | 进口利润 | | | 普氏62指数 | | 99.15 | 1.00 | | -0.25 | | | | | | | | | | 纽曼粉 | 755 | 2 | | 2 | | 807.4 | 95.80 | 1.00 | 0.60 | -27.25 | | | | PB粉 | 762 | 3 | | 1 | | 807.5 | 98.65 | 0.65 | 0.45 | -8.02 | | | 澳洲 | 麦克粉 | 738 | 0 | | 0 | | 806.2 | 93.80 | 0.50 | 0.60 | -5.49 | | | | 金布巴 | 723 | 2 | | 5 | | 814.0 | 89.95 | 0.55 | 1.20 | 3.41 | | | 主流 ...

研究中心黑色团队 2025/4/30 | | | | | 现货 | | | 远期 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 地区 | 品种 | 最新 | 日变化 | 周变化 | 折盘面 | 最新 | 日变化 | 周变化 | 进口利润 | | 普氏62指数 | | 99.40 | 0.20 | -0.70 | | | | | | | 纽曼粉 | | 756 | -2 | -8 | 808.5 | 95.20 | 0.50 | -1.00 | -21.54 | | PB粉 | | 762 | -2 | -10 | 807.5 | 98.20 | -0.05 | -1.25 | -4.64 | | 澳洲 | 麦克粉 | 740 | 0 | -13 | 808.4 | 93.20 | -0.20 | -1.45 | 1.07 | | 金布巴 | | 720 | -1 | -9 | 810.8 | 88.75 | -0.10 | -2.00 | 9.61 | | 主流 | 混合粉 | 666 | 0 | -18 | 790 ...