中国政府加大刺激措施后，三大一线城市取消了购房限制，增强了房地产市场的需求前景。上海、广州以及深圳宣布降低首次及二次房屋购买的最低首付比例至15%和20%，这接踵北京旨在支撑饱受危机打击的房地产市场的政策举措。新加坡期货价格激增至7月以来最高点，伦敦金属交易所的铜和锌价格也因交易员聚集参与行业盛会而上涨。
铁矿石价格在伦敦涨幅超过8.9%，触及每吨111.20美元，这是自去年9月以来的最大单日涨幅。上周末中国央行宣布允许房贷再融资的消息后，价格一度猛涨逾11%。这一飙升紧随此前一周铁矿石价格上涨的势头。
过去一年中，由于中国经济放缓，铁矿石被视为表现最差的大宗商品之一，但最近中国政府加强了刺激措施，提振了铁矿石市场信心。此举集中反映了力图推动多年来陷入困境的房地产市场复苏的努力。“中国推出的刺激措施比预期更加有力，并且预计会有更多的财政政策出台。”Mysteel研究团队表示。他进一步解释道：“在传统需求高峰期间，钢材市场需求旺盛，并且螺纹钢库存迅速下降。”
广州作为一线城市率先取消所有购房限制。上海，中国的金融中心；深圳，以科技产业闻名的南方城市，也都降低了首次和二次房屋购买的最低首付比例至15%及20%，此举提振了市场信心。
铁矿石价格从伦敦上午9:29开始交易时每吨上涨8.9%，达到111.20美元。这是自去年7月以来的最高水平，之前的价格跳升超过11%，为自2021年9月以来的最大单日涨幅。这一增长紧随此前一周铁矿石价格上扬约11%。
中国房地产市场的放缓对钢铁制造商构成了重大挑战，因为过去多年来该行业一直是需求的主要推动力。大型钢厂纷纷减产，并警告称当前情况比2008和2015年金融危机更为严重。
在供应方面，全球四大出口国澳大利亚和西澳大利亚的矿商正在提高产量，铁矿石生产量很可能继续保持充足。至于基本金属市场，在伦敦金属交易所周会期间维持了上周的涨幅，铜价上涨至每吨10,158美元的高点，这是一年以来的最高记录。
“中国政府最近刺激政策转向已明显提振市场。”Citigroup分析师在一份报告中写道，“积极势头可能持续到LME周会上。”
新闻来源：www.bloomberg.com
原文地址：Iron Ore Spikes After Top Chinese Cities Ease Home-Buying Curbs
新闻日期：2024-09-30
原文摘要：
spiked more than 11% and base metals rose after three of China’s biggest cities eased curbs on home buying, bolstering the demand outlook as the central government adds stimulus.Shanghai, Guangzhou and Shenzhen , following through on Beijing’s latest efforts to prop up the embattled property sector. Futures surged in Singapore to hit the highest since July, while copper and zinc rose on the London Metal Exchange as traders gathered for a major .Iron ore — which had been one of the year’s worst performing major as China’s economy slowed — has been revived as Beijing moved more aggressively to shore up the economy. Central to that effort have been initiatives to drag the real estate market out of a years-long slump that’s damaged activity and confidence.“China’s stimulus measures are much stronger than anticipated, plus there’s expectations for more fiscal measures,” said , a researcher at Mysteel. “The ferrous market is in the middle of traditional peak season, and rebar has seen fast destocking,” he said, referring to reinforcing bar, one of the most common steel products.Read More: Guangzhou became the first tier-one city to remove all restrictions on homebuyers. Shanghai, China’s financial hub, and Shenzhen, the southern city known for its tech industry, announced they were lowering minimum downpayment ratios for first and second homes to 15% and 20%, respectively. China’s central bank also announced on Sunday that it would allow refinancing of mortgages. Iron ore traded 8.9% higher at $111.20 a ton at 9:29 a.m. in London after surging more than 11% earlier, the biggest intraday spike since September 2021. That jump followed an 11% rally last week.The slowdown in China’s property market has been a major challenge for steelmakers given that it’s traditionally been a mainstay of demand. Leading mills have been slashing production, and have warned that are worse than major traumas in 2008 and 2015.On the supply side, iron ore production is likely to remain abundant. Miners in and Australia — home to the world’s four largest exporters — have been raising output.Base metals extended last week’s gains on the , with copper rallying to as much as $10,158 a ton, the highest since June. Traders, producers and investors are set to gather in London for LME Week, a big industry event.“China’s recent stimulus U-turn has clearly been supportive,” Citigroup Inc. analysts including wrote in a note. “Bullish momentum could persist into LME Week.”
