게시됨: Jun 18, 2024 09:18
According to SMM’s import ore cost-profit table, the profit of imported ore has slightly decreased. The recall of ore price yesterday was mainly due to the bearish M1 data on Friday. In addition, the central bank announced that the winning bid rate of one-year MLF is 2.50%, which is the same as before and lower than the market expectation. Under the influence of this, the market price has declined. From the perspective of the iron ore itself, last week, SMM’s total shipment of global iron ore was 27.85 million tons, down 8.6% from the previous week. The shipments of Australia, Brazil and non-mainstream mines have all declined. The arrival volume was 20.54 million tons, up 6.65% from the previous week, but still lower than the level of the same period last year. The pressure of iron ore supply has eased, and the ore price is still supported. It is expected that the profit of imported ore will have a slight upward trend.

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.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn
리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn