Laporan Harian Bijih Besi MMi (5 Februari)

The National Bureau of Statistics (NBS) will release key economic data on July 15, including GDP growth for Q2 and H1, as well as data on industrial output, consumption, and investment. Economists participating in the CBN Chief Economists Survey projected an average 4.5% YoY GDP growth for Q2 2026. They believe that the “K-shaped divergence” in China’s economy has become more pronounced, the economy is in a period of replacing old growth drivers with new ones, and macro policies are expected to step up efforts to stabilize growth in H2. However, the release of new growth drivers is not enough to offset the waning of old drivers, which does not alter the fundamental pattern that China’s economy remains in the painful transition of replacing old growth drivers with new ones. Measures should be taken in advance to build up policy reserves, strengthen situation monitoring and risk early warning, and formulate contingency plans, so as to use policy foresight to hedge against uncertainties in the internal and external environment.

Hingga pekan lalu, total pengiriman bijih besi global mencapai 30,381 juta metrik ton, turun 14% dibanding pekan sebelumnya, dan pengiriman kumulatif sepanjang tahun mencapai 902,6104 juta metrik ton, naik 2% dibanding tahun sebelumnya; di antaranya, pengiriman Australia dan Brasil mengalami penurunan signifikan. Pada periode yang sama, kedatangan bijih besi di pelabuhan Tiongkok sebanyak 25,015 juta metrik ton, turun 13% dibanding pekan sebelumnya, dan kedatangan kumulatif pelabuhan sepanjang tahun mencapai 521,3448 juta metrik ton, naik 4% dibanding tahun sebelumnya...