According to SMM's import mine cost profit margin, the profits of imported mines have increased slightly. The demand for daily construction materials requires a return to normal, leading to a slight decrease in inventory, which exceeds market expectations. Although the demand for hot-rolled steel sheets and inventory performance are weak, market sentiment has improved. Coupled with the limited reduction in molten iron output in steel mills, the rigid demand for iron ore still supports the ore price. The valuation of ore prices is weak, and there is limited downward space in the future. However, in the demand slack season, the profits of steel mills still face risks of weakening, and the upward driving force of ore prices is insufficient. In the short term, the ore price may continue to fluctuate within a range, and it is expected that the profits of imported mines will still be dominated by fluctuations.
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.