节点：上游（原材料/资源端）位置：上游情绪：利好参考度：6/10
巴西12月出口铁矿石（不含球团矿）3761.4万吨、球团矿262.8万吨，11月的出口量分别为3312.2万吨和134.2万吨。铁矿石出口目的地为亚洲（3288.6万吨，其中对华出口2820.3万吨）、中东（197.7万吨）、欧洲（117.2万吨）和非洲（67.56万吨），另有少量运往墨西哥和阿根廷。
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