Publicado: May 23, 2024 09:28
According to the SMM cost-profit table, the profits of imported ore still show an upward trend; according to SMM research, on May 22, the blast furnace operation rate statistics of SMM was 93.17%, an increase of 0.19% from the previous month. The blast furnace capacity utilization rate was 94.87%, an increase of 0.25% from the previous month. The daily average molten iron output of the sample steel mills was 2.2688 million tons, an increase of 5,600 tons from the previous month. This week, the blast furnace production recovery did not meet expectations, the increment of molten iron was significantly narrowed, and there is an estimated slight decline next week. The output of molten iron has peaked, which is weak for ore price drive. However, the real estate policy has boosted market sentiment, and the future expectations are optimistic and strong, stimulating a significant increase in the futures market. However, the high inventory of iron ore ports restricts the increase in spot prices, which may drag down the futures market. It is expected that there is limited upward space for ore prices in the short term, and the main trend is high-level fluctuations. It is expected that there is still some upside potential for imported ore profits.

Declaração sobre a Fonte de Dados: Com exceção das informações publicamente disponíveis, todos os demais dados são processados pela SMM com base em informações publicamente disponíveis, comunicação de mercado e com base no modelo de base de dados interna da SMM. São apenas para referência e não constituem recomendações para a tomada de decisão.

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According to the SMM cost-profit table, the profits of imported ore st - Shanghai Metals Market (SMM)