Iron Ore: LPR fell slightly lower than expected, and iron ore futures and spot strengthened again.
Opinion and logic:
Yesterday, the central bank announced t...
Iron Ore: Limited production VS macro easing, iron ore futures and spot performance are strong.
Opinion and logic:
Affected by the epidemic and the Winter Ol...
Iron Ore: In the short term, long and short strategies are intertwined, and the pre-holiday strategy is mainly based on hedging.
Last week, southeastern Brazil was hit by heavy...
Iron Ore: Driven by both supply and demand, the market price broke the previous high.
Opinion and logic:
Yesterday, the market was affected by the short-term ship...
Iron Ore: Shipments from Australia and Brazil fell, and iron ore supply fell.
Opinion and logic:
Yesterday, due to the continuous outbreak of epidemic cases in va...
Iron Ore: Steel production continued to recover, with iron ore futures back at 700.
The main logic of market trading last week was the resumption of production at steel mills. Accor...
Iron Ore: Steel production continued to recover, and iron ore futures returned to 700 points.
Logic and perspective:
Yesterday, the Steel Union announced the prod...
Iron Ore: The resumption of production has been confirmed, and the iron ore fluctuates strongly.
Logic and perspective:
Yesterday, Ganggu.com announced the produc...
Iron Ore: Tangshan's resumption of production and stock replenishment during the Spring Festival have given iron ore a good start.
Logic and perspective:
Yesterda...
Iron Ore: The supply guarantee policy has become warmer, and the iron ore fluctuates at a high level.
Since December, the iron ore 05 contract rebounded from a monthly low of 612 yu...
Iron Ore: Spot transactions increased, and prices were weak.
Viewpoint and logic:
Yesterday, the iron ore 2205 contract lightened 2 thousand lots to close at 663 ...
Iron Ore: The port inventory of iron ore is high, and intraday prices continue to drop.
Viewpoint and logic:
Yesterday, the iron ore 2205 contract continued to fa...
Iron Ore: The demand for restocking continues, and port inventories have fallen from a high level.
Last week, the iron ore 2205 contract rose to close at 713.5 yuan/ton, an increase...
Iron Ore: The demand for restocking is stable, and the port inventory has begun to be destocked.
Logic and perspective:
Yesterday, the iron ore 2205 contract was ...
Iron Ore: Macro expectations are improving, and consumption may gradually pick up.
The improvement in macro expectations last week boosted market confidence, and iron ore futur...
Iron Ore: The black series have mixed ups and downs, and the iron ore is in a long-short game.
Viewpoint and logic:
Yesterday, iron ore futures prices remained vo...
Iron Ore: Trading sentiment weakened, and iron ore remained volatile.
Viewpoint and logic:
Yesterday, iron ore futures prices remained volatile. The iron ore...
Iron Ore: Reality collides with expectations, and iron ore remains volatile.
Viewpoint and logic:
Affected by macroeconomic policies and the expected resumpt...
Iron Ore: Economic policy information is frequently released, and the future trend should be stabilized.
Affected by the frequent release of national economic policy info...
Iron Ore: The optimism dissipates and the market may face a correction again.
Viewpoint and logic:
The overall rise of the black series driven by bullish policy n...
Iron Ore: Signs of market recovery are obvious, and the future trend is optimistic.
Viewpoint and logic:
On the night of the 3rd, the market's response quickly tu...
Iron Ore: Supply shrinks, and steel consumption will become the baton for the trend in 2022.
In 2021, domestic iron ore futures and spot prices experienced sharp fluctuations. In th...
Iron Ore: Tangshan failed to resume production, and iron ore pulled back from high levels.
Viewpoint and logic:
Yesterday, this week's production, sales and inven...
Iron Ore: Vale lowered its iron ore output expectations, and iron ore prices fluctuated widely.
Viewpoint and logic:
Yesterday, iron ore futures fluctuated w...
Iron Ore: Disturbing factors increase, and ore prices continue to be under pressure.
Iron ore prices rebounded significantly last week. Although shipments and arrivals have inc...
The historical review of A-share securities lending business
It started since June, 2019
START Market opened, T0 strategies got approved by regulators
The guideline of mutual funds ...
Iron Ore: The downstream recovery is expected to heat up, and iron ore may fluctuate widely in the short term.
Viewpoint and logic:
Yesterday, the black seri...
Iron Ore: The consumption of thread and hot-rolled coil collapses, and iron ore may usher in a cold winter.
Last week, the Steel Union announced the production, sales and inven...
Iron Ore: Steel consumption is weak, and the iron ore futures and spot markets will experience another cold winter.
Logic and perspective:
Yesterday, the Ste...
Iron Ore: The black series collectively rise and then fall back. Iron ore is easy to fall but hard to rise.
Logic and perspective:
Yesterday, the heads of Ch...
Iron Ore: Shipments have declined compared with the previous month, and the weakness of iron ore is difficult to change.
Logic and perspective:
Yesterday, the Ste...
Iron Ore: The continued accumulation of inventories and the limited production of steel mills have made it difficult to change the medium-term pressure on iron ore.
Steel consu...
Iron Ore: Spot transactions improved and the market rebounded sharply.
Viewpoint and logic:
Yesterday, black series products rebounded sharply. After the mai...
Iron Ore: The steel plant has increased overhaul and the iron ore is under pressure.
Logic and perspective:
The main iron ore contract opened lower at night....
Iron Ore: Short-term demand may pick up, but high inventory pressure is difficult to change.
Viewpoint and logic:
Today's main iron ore contract is still run...
Iron Ore: Steel consumption continues to be weak, and the iron ore period is now easy to fall but hard to rise.
Last week, steel consumption continued to be weak, and the maint...