Telah Terbit: Dec 28, 2023 10:23
Looking at the import profit statement of SMM, the profit from imported ore has once again slightly increased; from a fundamental perspective, the recent environmental protection restrictions and increased maintenance of blast furnaces in the North China region have led to a continued downward trend in molten iron production. However, considering the short duration of the production restrictions, it is expected that production will gradually resume next week, leading to a significant increase in molten iron production. In the short term, the fundamental outlook for iron ore is weakening, but there is still strong demand, and pre-holiday stockpiling will also increase demand for iron ore, providing some support to ore prices. It is expected that import ore profits will continue to fluctuate at high levels in the short term.

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Looking at the import profit statement of SMM, the profit from importe - Shanghai Metals Market (SMM)