节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10
据消息人士称，中国国有铁矿石采购方已要求钢铁厂和贸易商停止采购必和必拓（BHP）特定类型的铁矿石，这一举措在已有禁令基础上，进一步加剧了围绕新合同的争端。
2022年成立的中国矿产资源集团（CMRG）旨在集中铁矿石采购，从矿商处争取更优惠条件。本周，据两位知情人士透露，CMRG要求中国钢铁厂和贸易商，停止购买金宝粉（Jinbao fines）这种由全球第三大铁矿石矿商必和必拓生产的低品位铁矿石新货。
其中一位消息人士表示：“CMRG告知钢铁厂，三天内不得从港口提取金宝粉……所以这几天港口可能会比较忙乱。”路透社尚无法确定本周有多少铁矿石贸易商和钢铁厂收到了CMRG的这一指令。
此次禁令是继9月CMRG要求中国钢铁厂和贸易商停止购买必和必拓的吉姆巴尔混合粉（Jimblebar Blend Fines）后的又一次行动。各方目前ƭ..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
Will the continuous expansion of the BHP iron ore ban really not have a significant impact on the market considering the potential chain reactions? And since the negotiations are ongoing, why does CMRG keep issuing such bans? Is it a strategic move to gain more favorable terms in the 2026 annual con…
Why did CMRG choose Jinbao fines with such small trading volume for the ban? Does it imply that CMRG is being cautious in exerting pressure during the negotiation? And since the first ban caused supply tightness of some mid – grade iron ores, will the expansion of the ban have a more significant imp…