要闻 来源:中信期货 时间:2023-02-07 09:11:19
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进入 2023 年,各大矿山保持其发运目标不变,除 FMG 以外,其余矿山无新增铁矿项目落地,主要通过提升生产效率确保年度目标。而国内端因地产政策持续放松,对于铁矿的需求预期依旧较高,港口疏港量或维持高位。叠加一季度为海外矿山发运淡季,港口或出现阶段性去库,支撑矿价维持高位,但后续若钢材需求不能与强预期匹配,铁矿将面临跌价风险。
(文章来源:中信期货)
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