According to SMM's import ore cost-profit statement, import ore profits remained largely unchanged; as of August 9, the total inventory of 35 ports tracked by SMM amounted to 146.68 million tons, down 610,000 tons from the previous month and up 30.32 million tons year-on-year. Port inventories have decreased for two consecutive weeks, primarily due to the recent decline in unloading efficiency at ports, leading to a significant reduction in arrivals. Currently, port inventories are still at a relatively high level, exerting downward pressure on ore prices. Furthermore, considering the potential significant decline in pig iron production next week, the short-term fundamentals of iron ore remain weak, making it difficult for ore prices to experience an upward drive. It is expected that import ore profits 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.