【市场情绪暂时受挫,铁矿石价格下行空间有限】金十期货4月3日讯,据外媒报道,今天,大连商品交易所低开后小幅反弹,最活跃合约I2505最终收于788.5,日跌幅为0.32%。交易商跟随市场出售货物,而钢厂的观望情绪加剧,询盘情况一般。市场交易氛围低迷。在山东,PB粉的主流成交价格在785-787元/吨左右,比昨天下降了2-3元/吨。在唐山,PB粉的成交价格在795-800元/吨附近,比昨天下降了2-3元/吨。4月3日,特朗普政府宣布对全球进口征收10%的基准关税,并对中国额外征收34%的关税(超出市场预期),政策实施推迟至4月9日。尽管市场情绪暂时受挫,但钢铁行业的基本面依然坚挺:生铁产量持续上升。在当前的供需结构下,铁矿石价格的下行空间有限。预计市场在消化负面因素后将回归基本面逻辑。
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