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进口铁矿石库存创三年新低 澳矿再遭操控质疑--亲稳网络舆情监测室
2013-03-12
据“我的钢铁网”铁矿石港口库存统计显示,截至2013年3月8日,全国30个主要港口铁矿石库存总量为6654万吨,较前一周下降298万吨。
According to the"I steel mesh"Iron ore port stocks statistics show,As of March 8, 2013,The national 30 main port iron ore inventory volume of 66.54 million tons,A week earlier dropped by 2.98 million tons.
与去年同期(2012年3月9日)相比,总库存减少3218万吨,同比降幅再次扩大。而进入2月以来,铁矿石港口库存一直保持在7000万吨以下。
With the same period last year(On March 9, 2012)Compared to the,The total inventory reduction of 32.18 million tons,Year-on-year expand again.Since February and into,Iron ore port stocks remained under 70 million tons.
金银岛铁矿石分析师苑山向《每日经济新闻》记者表示,经过上周的下降,港口总库存水平已经降至2010年1月中旬以来的新低水平。
Treasure island YuanShan to iron ore analyst[The daily economic news]reporters,After falling last week,Port total inventory level has dropped to the lowest level since mid-january 2010.
对于库存下跌的原因,卓创资讯铁矿石分析师张笛认为:“三大矿山(必和必拓、力拓、淡水河谷)在控制进口矿的发货量,发货量相对来说少,到港数量就少。”
Inventory for the cause of the decline,Zhuo and iron ore information analysts think ms zhang:"The three mines(BHP billiton LTD./Rio tinto/vale)In the control of imported ore shipments,Shipments are relatively less,To the port number is less."
上周,巴西及印度矿到港小幅上涨,而来自澳大利亚的铁矿石较前一周大幅度减少263万吨。
Last week,,Brazil and India ore to the port rose slightly,And iron ore from Australia is greatly reduced before a week, 2.63 million tons.
《每日经济新闻》记者注意到,三大矿企中,必和必拓、力拓主要产地都集中在澳大利亚,而澳洲港口发送到中国的铁矿石则占其总发送量的80%左右。
[The daily economic news]Reporters noticed that,In the three major mining companies,BHP billiton LTD./Rio tinto, the main producing area are concentrated in Australia,While Australia's port sent to the Chinese iron ore accounted for about 80% of its total volume.
就在上周,国家发改委指出,三大矿山和部分贸易商存在延迟发货、控制发货量和惜售现象,在市场上造成了铁矿石暂时性供给短缺的假象。
Just last week,National development and reform commission (NDRC) said,The three mines and some traders is late delivery/Rised to control shipments and phenomenon,In the market caused a temporary supply of iron ore.
“铁矿石价格曾在去年短短半年之内上涨将近80%,价格走势远远超出市场的正常自我调节的范畴,人为因素显而易见。”中投顾问冶金行业研究员魏启宁分析称,“就目前进口铁矿石库存下跌的情况来看,人为操纵价格的可能性是存在的。”
"Iron ore prices rose nearly 80% last year just within half a year,Prices far beyond normal market self-regulation,Human factors are obvious."Cic advisory metallurgical industry researcher said Wei Qining analysis,"In light of the circumstance is the import iron ore inventories decreased,Price manipulation is possible."
值得注意的是,也是在上周,力拓集团于澳大利亚时间3月4日预计,未来18个月内国际铁矿石价格将大跌50%以上。有消息称,目前力拓的铁矿石库存偏紧,所以可能会故意放出做空消息拉低价格,从而进行补库。
It is worth noting,Also in last week,Rio tinto in Australia on March 4, time estimates,The next 18 months the international iron ore prices will fall by more than 50%.A source says,Rio tinto iron ore inventory tight at present,So may I make short message to bring down the price,Thus to the library.
“经常高调预测铁矿石价格大涨或大跌,是国外铁矿石巨头操纵价格惯用的‘伎俩’,所以不排除是其‘作局’的言论。”苑山表示。
"Often high forecast iron ore prices rose or fell,Is the normal of foreign iron ore giant price fixing‘trick’,So do not rule out is its‘As a bureau’In the speech."YuanShan said.
我的钢铁网铁矿石研究员周远见表示,目前铁矿价格确整体呈现出弱势下跌的走势,价格维持在145美元/吨的水平,短期出现大幅下跌可能性并不大。
I steel net week of iron ore, a researcher at vision said,The price of iron ore it presents weak down trend as a whole,The level of prices remain at $145 / ton,Short-term appear sharply lower possibility is not big.
海关总署最新统计则显示,2月份我国铁矿石进口量为5642万吨,同比下降13.17%,环比1月份减少912万吨,而2月份130.5美元/吨的进口均价,较1月份环比上涨8.46%。
The general administration of customs showed latest statistics,China's iron ore imports in February of 56.42 million tons,Fell 13.17% year on year,From January to reduce 9.12 million tons,The import prices of $130.5 / ton in February,A 8.46% month-on-month rise in January.
而在上周,我国的铁矿石现货交易市场表现异常活跃,并创下2013年以来单周最好成交成绩,这似乎印证了上述分析。
In the last week,China's iron ore spot trading market is active,And since 2013 clinch a deal the best performance in a single week,This seems to confirm the above analysis.
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