게시됨: Jul 29, 2024 10:18
According to the SMM imported ore cost and profit statement, the profit of imported ore has increased slightly; as of July 26, the total inventory of 35 ports tracked by SMM was 149.05 million tons, up 1.46 million tons from the previous month and 28.08 million tons year-on-year; the average daily port-dredging volume of imported ore was 3.119 million tons, up 101,000 tons from the previous month and 92,000 tons year-on-year. The decline in iron ore prices and the replenishment of steel mills' low inventories have driven an increase in port-dredging volume, indicating that the demand for iron ore remains strong, which provides certain support for ore prices. The pessimistic sentiment in the market has been digested within the week, and iron ore prices have stopped falling and rebounded. However, as the terminal demand is still in the off-season, it is expected that although ore prices will rebound next week, the rebound will be limited, and the import cross-profit is expected to recover slightly in the near future.

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.

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