Publicado: Jul 12, 2024 10:01
According to SMM's import mine cost profit margin, the profits of imported mines have increased slightly. The demand for daily construction materials requires a return to normal, leading to a slight decrease in inventory, which exceeds market expectations. Although the demand for hot-rolled steel sheets and inventory performance are weak, market sentiment has improved. Coupled with the limited reduction in molten iron output in steel mills, the rigid demand for iron ore still supports the ore price. The valuation of ore prices is weak, and there is limited downward space in the future. However, in the demand slack season, the profits of steel mills still face risks of weakening, and the upward driving force of ore prices is insufficient. In the short term, the ore price may continue to fluctuate within a range, and it is expected that the profits of imported mines will still be dominated by fluctuations.

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.

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