Profit margin of imported ore in SMM has shown a slight contraction; recent macroeconomic policies have been frequent, boosting market sentiment and leading to a moderate increase in the price of iron ore. Valuations are on the high side, and there is some consolidation. Looking ahead, the supply is relatively loose, and it is expected that there will be a small increase in iron water this week; however, the pre-festival stocking has essentially ended, and there is not a large increase in overall demand for iron ore. Overall supply stability is the main focus. However, considering the strong expectations for macroeconomic policy, it is expected that the short-term price of iron ore will fluctuate at a high level, and the expected increase in profit from imported ore landing.
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.