According to the profit table of imported ore from SMM, the profit of imported ore remains stable; as of February 23, SMM has tracked a total of 132.64 million tons of inventory at 35 ports, an increase of 4.46 million tons compared to the pre-holiday period, and a decrease of 5.47 million tons year-on-year; the average daily clearance volume of imported ore is 2.6 million tons, a decrease of 331,000 tons from the pre-holiday period, and a decrease of 473,000 tons year-on-year. The accumulated inventory at ports in this period is high, putting pressure on ore prices. In the later period, with the faster pace of stockpiling by steel mills, the accumulation of port inventory may slow down. However, it is difficult to refute the current terminal downstream demand, and it is expected that ore prices will continue to fluctuate at a low level, with the prospect of continued downward pressure on imported 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.