据多位知情人士透露，为终结长达七个月的对华供应僵局，全球矿业巨头必和必拓已同意在其铁矿石长协定价中采纳一项中国人民币现货指数。
持续超7个月的中澳铁矿石长协博弈正式落下帷幕。本轮谈判自2025年8月下旬启动，围绕定价基准、结算方式等核心议题历经多轮拉锯。中国是全球最大铁矿石进口国，而必和必拓约86%的铁矿石产量销往中国。此前中方因谈判破裂，一度暂停了对必和必拓部分产品的采购。
核心突破在于定价机制的变革。协议显示，必和必拓将对其旗舰产品“金布巴粉”采用四种指数的加权平均定价，其中首次纳入北京铁矿石交易中心发布的“北铁指数”人民币现货价，该项权重高达26%。剩余权重由阿格斯、上海钢联等美金及现货指数分担。这打破了以往单一锚定普氏指数的格局，此举标志着中国在争夺全球铁矿石定价权的进程中迈出了关键一步。
除了采用人民币指数，知情人士还透露，必和必拓给予了大客户约1.8%的船货返利及额外的运费折扣。在新结算机制下，人民币结算比例大幅提升至50%以上，预计将有效降低国内钢企的汇率风险及采购成本。
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