According to the cost-profit statement of imported ore by SMM, the profit margin of imported ore has fallen slightly. SMM shipping data shows that the total shipment volume of global iron ore has reached 30.55 million tons, representing a 9.1% increase on a month-on-month basis. Among them, the shipment volume of non-mainstream mines has increased significantly. The overall shipment growth of Australia and Brazil was relatively small. In addition, due to the high shipment volume in the early stage, the volume of iron ore arrivals this week continued to increase slightly by 2.75%, reaching 27.45 million tons. After a phased decline, the supply volume has rebounded to a seasonal high, putting pressure on iron ore prices. Considering that the current steel mill profits can still be maintained and the reduction in pig iron output is not obvious, it provides support for iron ore prices. It is expected that iron ore prices will continue to fluctuate at a low level in the short term, and the profit margin of imported ore may decline slightly.
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.