要闻 来源:国投安信期货 时间:2023-04-21 09:06:03
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铁矿隔夜继续走弱。供应端澳洲受飓风影响,拖累全球铁矿发运上周大幅下滑,不过目前已经恢复正常,国内到港短期变化不大。需求端日均铁水产量偏强,但在终端需求复苏较弱的情况下,铁水或已经处于顶部区域,未来存在减产预期。目前铁矿供需依然相对偏紧,港口库存保持去化趋势,不过发改委再次提及遏制铁矿石非理性上涨,叠加终端需求复苏较弱,预计铁矿走势以震荡为主。
(文章来源:国投安信期货)
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