20250630-宝城期货-铁矿石到货_发运周度数据（2025年第26周）_4页_656kb

Iron Ore Import and Shipment Summary: Week 26, 2025

• Domestic Arrival: Total iron ore arrivals at 47 Chinese ports reached 2413.50 million tons, down 359.40 million tons from the previous week, representing a significant decline that exceeded market expectations. This reduction was largely due to decreased arrivals from non-Australian and Brazilian sources, bringing these shipments to a yearly low.

• Overseas Shipment: Global iron ore shipments to 19 ports totaled 3357.60 million tons, a decrease of 149.10 million tons week-over-week. The reduction is primarily attributed to lower output from the top four mining companies (collectively down 230.94 million tons), while non-Australian and Brazilian shipments saw a slight increase.

• Key Implications: The high decline in Australian and Brazilian mine arrivals, combined with a short-term contraction in overseas supply, suggests potential market tightening. Monitor future trends for sustainability, as this supply tightness could impact global iron ore prices and market dynamics.

This summary is based on the provided data, highlighting the key movements in iron ore imports and shipments for the week.