SMM import profit, import ore profit continues to recover; recent changes in the fundamentals of iron ore are not significant. However, there is continuous macroeconomic news, with the State Council requiring stronger measures to stabilize the market, and expectations of policy escalation. The recovery in the financial market has improved the overall sentiment of the black series. In addition, the iron ore price spread is relatively large, with greater price elasticity. Iron ore prices have continued to rise. Today, the governor of the central bank, Pan Gongsheng, stated that the People's Bank of China will lower the reserve requirement ratio by 0.5 percentage points on February 5, providing the market with approximately 1 trillion yuan in long-term liquidity; this policy may once again drive a slight increase in ore prices, with the expectation of a small increase in import ore profits.
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.