节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:6/10


3月18日铁石逆转此前涨势,62%品位澳大利亚粉矿对华到岸价收于每吨110.20美元,较20个月高点回落。此轮下跌与国际油价下行、国内黑色系期货走弱同步;尽管日内下滑,月内涨幅仍达8.35%,因市场从2月末每吨97.85美元低位逐步复苏。

行业前景仍偏强劲,国..钢厂复产节奏加快叠加下游建筑施工重启,需求端支撑显现。虽全球铁矿石发货量有所增加,但国内港口到港量下滑,导致钢厂库存持续走低。

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