According to the data of SMM import iron ore cost and profit, the landing profit of mainstream imported ore varieties has recovered. The social loan data is better than expected, boosting market sentiment. Combined with the high iron ore output in the year, the steel plant's 11th replenishment has started, and the demand for iron ore has increased, and the spot transaction at the port is still possible. It is expected that the short-term replenishment demand may support the continued rise of ore prices, but considering the regulatory risks, the upward space is limited, mostly oscillating operation, and it is expected that the landing profit of imported ore will remain in a state of slight profit.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.