节点:上游(原材料/资源端)位置:上游情绪:中性参考度:2/10


4月27日,澳大利亚铁石(62%铁含量,CFR中国)价格上涨0.15美元,报109.20美元/吨,连续六个交易日维持在109美元/吨以上。中国现货钢价上行及钢厂利润改善,支撑铁水产量维持高位,已接近同期历史峰值水平。

与此同时,尽管近期有所回落,中东冲突引发的运输中断仍使运...

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