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港股異動 | F山證鐵礦石ETF(3047.HK)大漲近6% 鐵礦石期貨主力合約漲超7% 重上800元/噸
格隆匯 01-28 15:35
格隆匯1月28日丨F山證鐵礦石ETF(3047.HK)大漲近6%,報14.87港元,成交762萬港元,資產規模1.91億港元。內盤鐵礦石期貨高開高走,主力合約日內最高觸及830元/噸,刷新8月中旬以來最高至,終收漲7.59%報829元/噸。供應端全球發運季節性轉淡,據我的鋼鐵網數據顯示,上週澳洲巴西19港鐵礦發運總量2163.8萬噸,環比減少184.5萬噸,處於兩個半月低位,其中澳洲發運較往年偏高,巴西發運較往年偏低;到港方面周環比下降300萬噸至2200萬噸,開始逐步體現前期發運減量;預計中期到港仍然偏低。而需求端鐵水產量仍繼續回升,據我的鋼鐵網數據顯示,本週247家鋼廠高爐開工率小幅回落,但日均鐵水產量續增1.15萬噸至219.35萬噸,連增5周刷新4個半月高位。

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