"Looking at the profit sheet of imported ore for SMM, the landed profit of imported ore continues to see a slight increase. Some varieties are profitable while others are still in deficit. Although the PMI data yesterday morning fell short of expectations, the apparent demand for steel and inventory data in the afternoon showed a good performance, indicating strong resilience in terminal demand and a non-sluggish market performance in the off-season. However, strict policy regulation continues to exert strong pressure on ore prices. In addition, the recent weakness in support from the supply side of iron ore suggests that ore prices are expected to fluctuate weakly in the short term, leading to a potential contraction in landed profits for imported ore."
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.