中国:国内矿市场平稳波动,进口矿市场成交低迷一、港口积压库存过高随着中国钢铁工业的发展,对铁矿石的需求也在不断增加,进口铁矿石年年大幅度增长。当前,国内港口进口矿库存将近有4000万吨,远远超过中国平均一个月的铁矿石进口量。港口矿石的堆积,造成了进口矿市场的萎靡不振。尽管如此,仍有部分钢厂和贸易商加大进口量,造成了需求旺盛的假象,非常不利于正在进行中的国际进口矿价格谈判。二、中国钢企看淡铁矿石谈判,采购意愿减弱,不再囤货。目前尽管国际铁矿石谈判结果还未达成,但其悬念已经不大,或者说结果影响不大。因为结果无非是平或者小幅上涨,如果小幅上涨,对各钢厂而言其成本也只略有上升,这些上升的成本已在钢材价格中得到消化。另外,国家加大对钢铁行业投资的调控,各钢厂资金都相对比较紧 China: Mild volatility in the domestic mining market and sluggish import transactions in the ore mines I. High backlog of stocks in the port With the development of China’s steel industry, the demand for iron ore is also on the rise. The import of iron ore has increased substantially every year. At present, there are nearly 40 million tons of imported ore in domestic ports, far exceeding the average one-month amount of iron ore imports by China. The accumulation of port ore has caused the malaise of imported ore mines. In spite of this, some mills and traders are still increasing their imports, creating the illusion of strong demand, which is very detrimental to the ongoing negotiations on the price of imported ore. Second, China’s steel prices bearish view iron ore negotiations, purchasing will weakened, no longer stockpile. At present, although the outcome of the international iron ore negotiations has not yet been reached, its suspense is either modest or the effect of the outcome is not significant. Because the result is nothing more than a flat or small increase, the slight increase in costs has only slightly increased the cost for each mill and the rising costs have been absorbed in the price of steel. In addition, the state increased investment in the steel industry regulation, the funding of steel mills are relatively tight