在预期中国将实施的庞大刺激计划能提振需求的背景下，铁矿石价格继续上涨了第二个交易日。基础金属价格则有所下滑，在周二显著上扬后，今早交易量减弱。
在上海和新加坡市场的交易中，钢铁原材料一度攀升至每吨近99美元，在北京公布了支持亚洲最大经济体的一揽子措施后，铁矿石价格前一交易日飙升超过6%，主要是对房地产市场采取特别关注的举措。这次反弹让市场猜测，价格可能有重回三位数的势头。不过自五月底以来，受中国经济放缓、全国范围内的经济危机以及巴西和澳大利亚生产商的大规模供应影响，铁矿石价格已下跌逾20%。
对于这一动向，惠泰期货公司等分析机构表达了审慎态度。“在宏观刺激作用下，短期内铁矿及钢铁产品出现强劲涨势，但现货市场仍然持谨慎态度。”报告指出，“若钢材产品的市场需求未见明显改善，则铁矿石的供需平衡难以实现，市场下行风险依然存在。”
截至伦敦时间11:28点，新加坡铁矿石期货价格上扬1.8%，至每吨96.45美元，此前一度上涨近5%。中国市场上的铁矿石期货涨势1.4%，而澳大利亚合约则变动不大。
基础金属在伦敦金属交易所的早盘涨幅未能持续，价格开始下滑。铜价下跌0.3%，结算为每吨9,770.50美元，在早些时候最高上探1.2%后转跌。铝价回到6月以来的高位水平以下，锌价则再次跌回每吨3000美元下方。
请注意：原文及优化后的翻译中所有的金融价格和交易日期均为示例，并非基于当前实际市场数据进行更新；货币单位保持为“美元/吨”，以符合铁矿石等大宗商品交易的标准计价方式。
新闻来源：www.bloomberg.com
原文地址：Iron Ore Heads Back Toward $100 a Ton After China Stimulus Push
新闻日期：2024-09-25
原文摘要：
rallied for a second day on speculation that China’s mammoth stimulus package would help to bolster demand. Base metals drifted lower after strong gains on Tuesday.The steelmaking material briefly rose above $99 a ton in Singapore before paring gains. It closed almost 6% higher in the previous session after Beijing unveiled a of measures to support Asia’s largest economy, with a particular focus on the real estate market.The rebound has raised the possibility that prices may have the momentum to push back into three figures. However, iron ore is still down by more than a fifth since late May on China’s slowdown, a crisis rippling across the nation’s vast , and robust supplies from producers in Brazil and Australia. Huatai Futures Co. was among those striking a wary note.“Driven by the macro stimulus, ferrous products are having strong run in the short term, but the spot market is still cautious,” it said in a report. “If demand for steel products doesn’t improve notably, the supply and demand for iron ore will not reach a balance. The downside risk still exists.”Singapore iron ore futures rose 1.8% to $96.45 a ton as of 11:28 a.m. in London, after being up almost 5%. In China, closed up 1.4%, while contracts were little changed.Base metals gave up early gains to trade lower on the London Metal Exchange, after Tuesday’s biggest surge in the catch-all since late July. Copper fell 0.3% to $9,770.50 a ton, after earlier rising as much as 1.2%. Aluminum retreated from the highest level since June, while zinc slipped back below $3,000 a ton.
