Relatório Diário de Minério de Ferro MMi (5 de fevereiro)

The National Bureau of Statistics (NBS) will release key economic data on July 15, including GDP growth for Q2 and H1, as well as data on industrial output, consumption, and investment. Economists participating in the CBN Chief Economists Survey projected an average 4.5% YoY GDP growth for Q2 2026. They believe that the “K-shaped divergence” in China’s economy has become more pronounced, the economy is in a period of replacing old growth drivers with new ones, and macro policies are expected to step up efforts to stabilize growth in H2. However, the release of new growth drivers is not enough to offset the waning of old drivers, which does not alter the fundamental pattern that China’s economy remains in the painful transition of replacing old growth drivers with new ones. Measures should be taken in advance to build up policy reserves, strengthen situation monitoring and risk early warning, and formulate contingency plans, so as to use policy foresight to hedge against uncertainties in the internal and external environment.

Até a semana passada, os embarques globais de minério de ferro totalizaram 30,381 milhões de toneladas, queda de 14% na comparação semanal, e os embarques acumulados no ano atingiram 902,6104 milhões de toneladas, alta de 2% na comparação anual; dentre esses, tanto os embarques da Austrália quanto os do Brasil registraram quedas notáveis. No mesmo período, as chegadas de minério de ferro nos portos chineses foram de 25,015 milhões de toneladas, queda de 13% na comparação semanal, e as chegadas acumuladas nos portos no ano atingiram 521,3448 milhões de toneladas, alta de 4% na comparação anual...