Publicado: May 7, 2024 09:57
According to the SMM imported ore profit statement, due to the increase in costs, the profit margin of iron ore has declined. Based on SMM shipping data, the global shipping volume last week was 33.74 million tons, an increase of 6.4% over the previous week. Among them, both the shipping volumes of Australia and Brazil increased slightly, but the proportion of shipments to China decreased slightly. The shipping volume and proportion of non-mainstream mines to China have increased slightly. However, due to the impact of early weather, the arrival volume has dropped significantly to 23.09 million tons. On the demand side, there will still be a certain increase in the future, and the supply and demand of iron ore will both be strong. In addition, there is news in the market that 92.13 billion yuan of special debt was issued in the first week of May, exceeding the total volume in April. The market interpreted it as an acceleration in the pace of capital landing, boosting market confidence. Iron ore prices are operating on the strong side. Considering the pressure of port inventory and the high valuation of iron ore, there may be fluctuations under pressure in the short term, and the profits of imported ore may show volatile operation.

Declaración de Fuente de Datos: Excepto la información disponible públicamente, todos los demás datos son procesados por SMM basándose en información pública, comunicación de mercado y confiando en el modelo de base de datos interna de SMM. Son solo para referencia y no constituyen recomendaciones para la toma de decisiones.

Para cualquier consulta o para obtener más información, por favor contacte: lemonzhao@smm.cn
Para más información sobre cómo acceder a nuestros informes de investigación, contacte con:service.en@smm.cn