According to the SMM imported ore cost-profit table, the profit of imported ore has slightly declined; as of April 19, SMM tracked a total of 141.54 million tons of ore inventory at 35 ports, an increase of 0.86 million tons compared to the previous period and an increase of 14.59 million tons year-on-year; the daily port evacuation volume of imported ore is 2.884 million tons, an increase of 0.09 million tons compared to the previous period, and a decrease of 1.63 million tons year-on-year. The volume of ore arriving at ports in the previous cycle still increased significantly, suppressing the price of iron ore. Additionally, last week there were reports that the United States will investigate Chinese steel exports, which may stimulate steel exports in the short term, driving iron ore demand, but exhibiting a bearish outlook in the medium to long term. It is expected that this week, with the rebound of molten iron and the demand for restocking before Labor Day, ore prices will continue to fluctuate with a bias towards strength, and it is expected that there is still room for an increase in 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.