节点:上游(原材料/资源端)位置:上游情绪:中性参考度:2/10
本周,受海运市场交易活跃的提振,印度铁矿石粉矿出口市场情绪向好。铁矿石出口成交约35万吨,其中中国钢厂对印度粉矿需求活跃。市场人士指出,来自中国钢厂对印度货源的强劲需求,支撑着价格保持坚挺,近期成交活动较为活跃。
截至9月18日,印度低品位铁矿石粉矿(铁品位57%)出口价格环比持平,东海岸FOB价为67.5美元/吨,创下自2月末以来逾六个月的最高水平。近期交易时段内,铁矿石出口成交近32.5万吨(粉矿 + 块矿)。铁品位57%的粉矿货源最终成交区间为78 – 80美元/吨(CFR中国)。除粉矿外,矿商推出的数批块矿也成功达成预订,反映市场采购兴趣稳定。在海外市场,印度产铁品位57%粉矿的贴水幅度约为17% – 18%,多数成交在此区间内完成。
贸易消息人士称,印度政府可能对低品位粉矿征收出口关税的传言持续发酵,引发恐慌性采购。中国钢厂对政策走向心存疑虑,若印度开征关税,全球低品位粉矿供应可能收紧,进而推高国际价格。尽管传言四起,但出口商澄清,自9月第一周以来,政府部门尚未安排正式会议。市场在乐观与谨...
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