节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10
澳大利亚62%铁品位铁矿石（CFR中国）3月26日价格上涨2美元，报110.1美元/吨。铁矿石价格从两周低位反弹后大幅走高，支撑逻辑为澳大利亚皮尔巴拉地区受热带气旋纳雷尔影响出现供应中断后的供应担忧。气旋导致港口关闭，引发对潜在供应中断的担忧。与此同时，中...钢材价格维持弱势企稳，上行动能有限。
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