According to the import profit table of SMM, the profit of imported ore has slightly increased. From a fundamental perspective, the average daily import volume of ore into ports increased by 392,000 tons to 2.858 million tons on a weekly basis. The total amount of iron ore arriving at ports this week has increased significantly, coupled with improved weather, leading to a reduction in port congestion and an increase in unloading volume. Port inventories have rebounded significantly. As for import volume, with the weakening impact of adverse weather, the transfer of port-to-plant inventories has accelerated, and the pre-holiday stock replenishment by steel mills has driven a synchronous increase in import volume. Looking at this week, iron production may see a significant increase after blast furnace production resumes, coupled with the onset of stock replenishment, overall iron ore demand is expected to increase. It is anticipated that there will still be some room for iron ore prices to rise, and imported ore profits may also have some upward potential.
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.