节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10
2025年9月,铁矿石价格波动,反映出供应限制与需求波动之间的复杂平衡。大连商品交易所1月合约价格相比8月末上涨2.7%,至9月26日每吨达113.04美元。新加坡交易所9月合约上涨2%,结算价为每吨105.6美元。尽管有波动,受多种外部因素和内部市场条件驱动,整体市场呈上升趋势。
本月,多个关键因素影响铁矿石价格。9月初,几内亚西芒杜采矿项目可能延迟的担忧引发市场不确定性,价格小幅上涨。预期延迟导致供应受限,加上中国生铁生产恢复,提振了铁矿石需求。此外,国庆节前中国钢厂的补货行动为市场提供了临时支撑。
然而,随着时间推移,市场动态愈..
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