【矿价小幅震荡走强】金十期货11月5日讯，1. 供应端，上周全球铁矿发运继续小幅回升，澳洲及非主流发运小增，巴西发运略降。不过，受前期发运回落影响，近日国内铁矿到港量有所减少，周一港口铁矿库存也有小幅回落。国内矿方面，近期国内铁精粉产量略有回升但仍低于去年同期。2. 需求端，上周钢联高炉开工率继续小幅回升，但日均铁水略降0.22万吨至235.47万吨，同期钢厂盈利率继续下降3.9%至61.04%的水平。随着钢厂盈利率持续回落，铁水也开始有见顶回落迹象，进口矿日耗也有小幅下降，钢厂铁矿库存略有增加，进口矿库销比微增，预计钢厂对铁矿仍将维持按需采购节奏。昨日铁矿港口现货成交明显回升，但远期美元货成交大幅回落，目前PB粉落地亏损小幅走扩，显示国外需求仍强于国内。3. 综合而言，当前铁矿市场供增需稳，但受益人大常委会审议增加地方债限额置换存量隐债的政策利好，矿价小幅震荡走强。
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