According to SMM's imported ore profit table, the profit of imported ore has rebounded slightly. SMM tracked a total of 135.47 million tons of inventory in 35 ports, an increase of 2.83 million tons compared to the previous period, and a decrease of 790,000 tons compared to the same period last year. The average daily ore unloading volume of imported ore is 2.82 million tons, an increase of 220,000 tons compared to the previous period, and a decrease of 269,000 tons compared to the same period last year. The pace of steel mill procurement has accelerated, and the increase in daily ore unloading is relatively significant compared to the previous period. Looking ahead to next week, according to SMM's tracking of blast furnace operation, the operating rate and molten iron production are showing an upward trend, providing some support for the demand for iron ore. It is expected that the daily ore unloading at the port will continue to show an upward trend, but considering the market's expectation of a weakening in the two sessions, combined with the lack of clear signs of improvement in downstream demand, market sentiment remains pessimistic. It is expected that ore prices will continue to fluctuate weakly, and the profit of imported ore is expected to continue to operate in a fluctuating manner.
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.