According to SMM's import cost and profit statement of ore, the import ore profit still shows a slight downward trend. According to SMM's research, on May 15th, the blast furnace operating rate of SMM statistics was 92.98%, an increase of 0.45% from the previous month. The daily average molten iron output of the sample steel mills was 2.2632 million tons, an increase of 16,200 tons from the previous month. The molten iron output is still in a state of recovery, and it is expected that the molten iron output will basically peak next week. With the high output of molten iron, the market focus is on the inventory of finished materials, and worries about the accumulation of inventory after the increase in supply, which may pressure the prices of finished materials and iron ore. Considering the macro aspect, the release of special bonds may drive the demand for building materials, and the market sentiment is not too pessimistic. It is expected that the ore price will fluctuate in the short term, and the import ore profit may still show a volatile situation.
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.