节点：上游（原材料/资源端）位置：上游情绪：利好参考度：6/10
据媒体报道，中国国有铁矿石贸易机构中国矿产资源集团（CMRG）已告知中国钢铁厂和贸易商，停止从澳大利亚矿商必和必拓集团（BHP Group）购买第二种铁矿石产品，特别是低品位的“金宝粉”。此前，9月已对必和必拓的“吉姆巴尔混合粉”实施了禁令。
这些禁令出台之际，必和必拓与中国矿产资源集团就2026年铁矿石年度合同的谈判陷入僵局。这一升级行动被视为中国在钢铁需求疲软的情况下，利用其购买力采取的举措。
10月，必和必拓在与中国矿产资源集团以及中国钢铁制造商和贸易商的谈判中达成一致，将其与中国的铁矿石现货交易中30%的价格结算转换为人民币，该协议定于2025年第四季度生效，ƭ..
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Will the measures taken by China really avoid major market disruptions while putting pressure on BHP? Given that China is a major buyer, won’t the reduction in purchases of BHP’s iron ore have a more significant impact on the supply – demand relationship? Also, how will BHP adjust its global contrac…