According to the import profit table of SMM, the profit of imported ore has slightly increased. From a fundamental perspective, the impact of iron water from the blast furnace maintenance this week is 1.9902 million tons, an increase of 296,300 tons compared to the maintenance impact last week. Recently, due to the impact of environmental production restrictions and regional production controls, the number of blast furnace maintenance has increased, and the iron water continues to decline significantly. However, considering the weakening support of iron ore and the low port inventory, the pre-holiday replenishment is expected to be strong, providing some support for the ore price. It is expected that the import ore profit will remain volatile 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.