"In terms of the profit statement for imported ore, the landed profit of imported ore has dropped significantly. Multiple varieties have shown losses, and currently only medium-grade fines, FMG's low-grade fines, and PB blocks are profitable. The main reason for this significant drop in profit is the policy regulation, which has suppressed the price of iron ore, leading to a decrease in the market and a reduction in long positions, causing a significant decline in the iron plate. Looking ahead, the fundamental supply of iron ore is strong but weak, but the production of iron water still provides some support for the ore price. The ore price continues to be mainly influenced by policies and macroeconomic expectations. In the short term, it will continue to fluctuate weakly, but with limited downside space."
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.