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2024年以來鐵礦石價格逐步下行-行業數據

2024年以來鐵礦石價格逐步下行
2024年以來鐵礦石價格逐步下行
由于需求弱化，2024 年以來鐵礦石價格逐步下行；根據 mysteel，2025 年鐵礦石市場將步入全面過剩的元年。鐵水產量與發運節奏對礦價的影響將明顯減弱，而礦山的減產與停產將成為價格波動的關鍵驅動因素。據 mysteel 預計 2025 年鐵礦石市場將出現 4060萬噸的過剩量，過剩規模較 2024 年進一步擴大。2024 年鐵礦石均價為 850 元/噸，我們預計2025 年均價或-16%至 710 元/噸。
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所屬報告： 包鋼股份-公司研究報告-鋼鐵、稀土雙輪供改價值亟待重估-250405（22頁）.pdf
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