According to the cost-profit table of SMM imported ore, the profit of imported ore has declined slightly. SMM data shows that the total global iron ore shipments are 35.12 million tons, down 1.1% from the previous month. Among them, Australia's shipments are 19.67 million tons, down 6.6% from the previous month; Brazil's shipments are 8.74 million tons, up 8.6% from the previous month. Although the PMI index in June is lower than expected, the enhancement of macroeconomic policy expectations due to the upcoming Third Plenary Session has improved market sentiment and driven the price of ore to fluctuate upwards. However, given the current poor profits of steel mills and the planned blast furnace overhaul of some steel mills, it is expected that the upward trend of ore prices will face great resistance in the short term, and the profit of imported ore may remain weak and stable.
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.