20230718-紫金天风-铁矿周报_印度发运保持高位_疏港量保持高位水平_58页_6mb
报告摘要
- Iron ore market remains supply-side strong due to high year-on-year output from domestic mines, particularly in Northeast China, with the overall trend unchanged despite potential data issues.
- Demand shows slight weakening as iron water production fell by 2,000 tons week-over-week but remains supported by high port activity and moderately rising钢厂盈利率, while the need for monitoring continuance is highlighted.
- Inventory levels decreased at ports over two weeks, aided by port congestion and high consumption, with steel inventories still low, suggesting possible pressure release next week.
- Profit situations show setbacks especially in螺纹产品 with losses within certain margins, while 冷卷 maintains gains but erosion continues, mirrored in compressed spreads across various grades.
- Overall view indicates short-term range-bound震荡 strategy, while monthly outlook leans towards moderation, subject to macro influences including extreme weather events like Guangzhou typhoon which could impact inventory release.
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