节点：上游（原材料/资源端）位置：上游情绪：利好参考度：4/10
2026年5月6日，铁矿石价格显著上涨，突破112美元关口。澳大利亚发往中国的62%铁品位铁矿石粉矿价格上涨2.30美元，至112.60美元，为2024年7月以来最高水平。此次上涨主要受积极宏观经济因素及能源紧张局势加剧推动，推升中国煤炭需求并提振市场情绪。
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