节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10
昨日（11月18日），运往中国的澳大利亚62%品位铁精粉价格上涨0.45美元，至每吨104.20美元，达到11月4日以来的最高水平。此次价格上涨主要是由于供应焦虑情绪缓解，全球发货量连续第二周下降，中国港口ň..
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If the supply anxiety is alleviated and shipments are declining, why is the price still rising? Considering China’s weak potential steel demand, can the winter replenishment expectation really sustain the price? And will the price fluctuations be significant in the short term as market participants …