MS-Greater China Materials China Steel and lron Ore Weekly Update-20251002
这篇研报讲什么？
摘要原文摘录Weekly output were largely unchanged for long and flat products. Inventorydestocking observed at both traders and mills, while the electric arc furnace (EAF)utilization rate conti…
机构观点归属摩根士丹利，研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录，内容以原始报告为准。
研报摘要
Weekly output were largely unchanged for long and flat products. Inventorydestocking observed at both traders and mills, while the electric arc furnace (EAF)utilization rate continued to decline.
Iron ore inventory accumulated at ports, while operating rates and daily outputdeclined modestly.
Iron ore shipments: Combined shipments from Australia and Brazil were up by 0.35Mt WoW for the period September 22-28. Shipments from Australia were up by 0.11Mt WoW. Shipments from Brazil were up by 0.24 Mt WoW.
同公司研报
继续比较不同机构对同一公司的判断。
同行业近期研报
从单家公司继续回到行业研究。