According to the SMM import iron ore cost and profit table, the import ore profit presents a volatile situation; recently, the futures market has risen significantly, but the spot price is relatively stable. According to the yesterday's finished product database inventory, it still maintains a large de-stocking state, the apparent demand continues to improve, and the terminal demand resilience is still strong, boosting market sentiment. At present, the iron ore fundamentals are healthy, which may push up the ore price and it is expected that the import ore profit will have some upward space in the short term.
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.