Looking at the import profit statement of SMM, the profit from imported ore has once again slightly increased; from a fundamental perspective, the recent environmental protection restrictions and increased maintenance of blast furnaces in the North China region have led to a continued downward trend in molten iron production. However, considering the short duration of the production restrictions, it is expected that production will gradually resume next week, leading to a significant increase in molten iron production. In the short term, the fundamental outlook for iron ore is weakening, but there is still strong demand, and pre-holiday stockpiling will also increase demand for iron ore, providing some support to ore prices. It is expected that import ore profits will continue to fluctuate at high levels 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.