节点：上游（原材料/资源端）位置：上游情绪：利好参考度：4/10
据媒体报道，澳大利亚矿业公司必和必拓（BHP）已与中国国有铁矿石贸易机构中国矿产资源集团（CMRG）敲定一项关键的铁矿石供应协议，这标志着其在最大出口市场的地位稳定迈出重要一步。
此前据SteelOrbis报道，在早期紧张局势后，双方经过数月谈判达成该协议，期间因合同条款分歧，CMRG曾限制从必和必拓的采购。
CMRG在全球采购中的核心作用
CMRG代表了中国约80%的钢铁企业，使其成为全球铁矿石贸易中的关键参与者。该协议确保必和必拓能够持续进入中国市场，降低了与采购策略变化和定价动态相关的风险。
产品组合支撑定价韧性
尽管谈判持续时间较长，必和必拓仍保持..
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