【铁矿月报】供应边际宽松 矿价上行承压

国元期货研究
Jul 30

策略观点宏观方面:7月18日国新办发布会上,工信部强调‘钢铁’等十大重点行业稳增长工作方案即将出台。7月19日,雅鲁藏布江下游水电工程开工仪式在西藏自治区林芝市举行。7月22日国家能源局综合司发布的促进煤炭供应平稳有序的通知引发市场关注。7月的宏观利好偏多,市场情绪乐观。供应方面:年中发运冲量结束,七月发运季节性走低。截至7月25日,月内全球周均发运量为3073.0万吨,月环比下降10.46%,年...

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