According to the SMM imported ore cost-profit statement, the profits of imported ore have fallen slightly. The total shipment of iron ore from SMM around the world reached 33.14 million tons, an increase of 25.5% month-on-month. Among them, the shipment from Australia and Brazil increased synchronously, while the shipment from non-mainstream sources decreased slightly. However, the arrival volume fell sharply by 5.25 million tons, with only 22.54 million tons arriving this week. Considering that steel mills have the demand for replenishing inventories during the May Day holiday this week, the port discharge rate may increase, and the inventory accumulation rate at ports may narrow, providing certain support for ore prices. It is expected that the profits of imported ore still have some upside potential.
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.