[SMM Brief Analysis: How to Limit Crude Steel Production? Will Iron Ore Rebound in the Second Half of the Year?] In the first half of 2024, iron ore prices fluctuated significantly, with the trend of ore prices presenting three stages. In the second half of 2024, iron ore will not only face the pressure of high inventory, but also need to be vigilant against the implied requirements for crude steel production reduction in the "Energy Conservation and Carbon Reduction Action Plan". Therefore, its own fundamentals are relatively weak. However, the macro aspect is warmer, which may provide some rebound opportunities for ore prices.
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.