铁矿发运到港周周递

本期数据周环比单位：万吨本期数据周环比3352.7-157.7RT发运量690.270.3772.626.8BHP发运量574.1-141.41993.6-100.0FMG发运量458.1-24.91738.8-77.0Vale发运量570.484.42292.8-11.6国内45港到港量2384.5-224.8本期铁矿全球发运高位回落，略低于去年同期水平，其中澳洲和非主流国家发运下滑较为明显，巴西发运小幅增加。国内到港量本期回落较多，但仍然高于年内均值水平，根据船期推算预计下期到港将出现反弹。整体来看，铁矿石发运仍处于季节性偏强阶段，未来存在季末冲量预期，供应压力逐步加大。数据来源：Mysteel，国投期货整理2022202320242025300.00500.00700.00900.001100.001/12/1 3/1 4/1 5/1 6/1 7/1 8/1 9/1 10/111/112/1202120222023202420252022202320242025600.001100.001600.002100.001/12/1 3/1 4/1 5/1 6/1 7/1 8/1 9/1 10/111/112/12021202220232024202520222023202420251500.002000.002500.003000.003500.001/12/1 3/1 4/1 5/1 6/1 7/1 8/1 9/1 10/111/112/120212022202320242025