节点:上游(原材料/资源端)位置:上游情绪:利好参考度:10/10


3月24日,铁石价格连续第二日下跌,澳大利亚发往中国的62%品位铁矿石粉报价为每吨110.1美元。此轮下行源于必和必拓与中国矿产资源集团谈判后的获利了结操作,叠加中国国内钢价增长疲软。

尽管价格下跌,市场仍守住110美..采矿成本上升预警。

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