According to the SMM cost-profit table, the profits of imported ore still show an upward trend; according to SMM research, on May 22, the blast furnace operation rate statistics of SMM was 93.17%, an increase of 0.19% from the previous month. The blast furnace capacity utilization rate was 94.87%, an increase of 0.25% from the previous month. The daily average molten iron output of the sample steel mills was 2.2688 million tons, an increase of 5,600 tons from the previous month. This week, the blast furnace production recovery did not meet expectations, the increment of molten iron was significantly narrowed, and there is an estimated slight decline next week. The output of molten iron has peaked, which is weak for ore price drive. However, the real estate policy has boosted market sentiment, and the future expectations are optimistic and strong, stimulating a significant increase in the futures market. However, the high inventory of iron ore ports restricts the increase in spot prices, which may drag down the futures market. It is expected that there is limited upward space for ore prices in the short term, and the main trend is high-level fluctuations. It is expected that there is still some upside potential for 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.