I. Production Status of the Iron and Steel Industry

According to data from the National Bureau of Statistics, 7 China's production of pig iron this month 6207.4 10,000 tons, an increase year-on-year. 5.1% , month-on-month 6 Month increase 0.6% ； 1-7 Monthly cumulative pig iron production 42420.2 10,000 tons, an increase year-on-year. 3.5% 。

7 Monthly crude steel production 7402.1 10,000 tons, an increase year-on-year. 10.3% , month-on-month 6 Monthly decrease 1.1% ； 1-7 Monthly cumulative crude steel production 49155.2 10,000 tons, an increase year-on-year. 5.1% 。

7 Monthly steel production 9667 10,000 tons, an increase year-on-year. 2.7% , month-on-month 6 Month reduced 0.9% ； 1-7 Monthly cumulative steel production 64855.7 10,000 tons, an increase year-on-year. 1.1% 。

II. National Iron Ore Production Situation

According to data from the National Bureau of Statistics, 7 Monthly national production of iron ore 11466.4 10,000 tons, a decrease compared to the previous year. 0.2% , month-on-month 6 Monthly decrease 8.0% ； 1-7 Monthly production of iron ore 75145.3 10,000 tons, an increase year-on-year. 7.7% 。

III. Iron Ore Import Situation

According to data from the General Administration of Customs, 7 Monthly iron ore imports 8624.9 10,000 tons, a year-on-year decrease. 2.4% Month-on-month 6 Monthly decrease 845 10,000 tons, down from the previous month. 8.9% 。 1-7 Month, imported iron ore 62543.3 10,000 tons, up year-on-year 4338.8 Ten thousand tons, growth 7.5% ， Among them: imported from Australia 38782.6 10,000 tons, an increase year-on-year. 7.4% , accounting for the import volume 62.0% ; Brazil import 12648.2 10,000 tons, an increase year-on-year. 4.2% , accounting for the import volume 20.2% Imports from Australia and Brazil still account for the total volume. 82.2% down compared to the same period last year 0.6 Percentage points—the concentration of import sources remains high.

IV. Supply and Demand Situation of Iron Ore

The trend of oversupply in the iron ore market continues. 1-7 Moon The country produced a total of pig iron. 42420.2 10,000 tons, an increase compared to the same period last year. 3.5% 。 1-7 Monthly domestic raw iron ore production 75145.3 10,000 tons, an increase year-on-year. 7.7% ; Iron ore import volume 62551 10,000 tons, an increase year-on-year. 7.5% Iron ore demand has risen somewhat along with the increase in steel production, but the oversupply situation remains fundamentally unchanged.

V. Iron Ore Price Situation

According to the China Iron Ore Price Index ( CIOPI ) 7 Prices of domestically produced iron concentrate and imported fine ore have both risen amid fluctuations, with overall levels higher than last month. Domestically produced iron concentrate ( 62% ) The average monthly price including tax is 568.50 Yuan / Ton, up month-on-month 31.94 Yuan / ton, the increase is 5.95% The average tax-inclusive price for the same month last year increased year-on-year. 74.15 Yuan / Ton, increase rate 15%。

The average landed price of imported fine ore for the entire month was: 65.92 U.S. dollar / Ton, up month-on-month. 9.41 U.S. dollar / ton, the increase is 16.65% The average landed price for the same month last year increased year-on-year. 9.35 U.S. dollar / ton, increase rate 16.5% 。

VI. Fixed-asset investment in the black metal mining and beneficiation industry

1-7 Month, the total fixed-asset investment in the nation's mining industry 4825.2 100 million yuan, down year-on-year 6.1% Among them, the investment completed in the black metal mining and beneficiation industry is... 428.8 100 million yuan, down year-on-year 20.5% The decline narrowed year-on-year. 10 percentage points. The decline in investment in the mining industry was second only to that in non-ferrous metal mining, ranking second overall. 1-7 Private Investment in the Black Metal Mining and Processing Industry 300.38 100 million yuan, down year-on-year 28.8% The decline narrowed year-on-year. 8.6 percentage points, share of private investment 70.1% , down from the previous year. 8.1 Percentage points—private investment willingness continues to decline.

7. Black Metal Mining and Processing Industry 1-6 Key Financial Indicators

According to data from the National Bureau of Statistics, 1-6 Month, Black metal mining and beneficiation Owner's business revenue 3182.1 100 million yuan, up year-on-year 22.8% ; Achieve total profit 228.8 100 million yuan, up year-on-year 76.8% 。

8. Monitoring the operational status of key enterprises:

1 . Product output

7 In the month, large and medium-sized mining enterprises under key monitoring produced iron ore. 2872.33 Ten thousand tons, accounting for the nation's total output. 25% Monthly production increased year-on-year on a comparable basis. 7.6% ； 1-7 Cumulative production of lunar iron ore 20328.9 10,000 tons, an increase compared to the same period last year on a comparable basis. 12.3% ; The monthly output growth of iron ore was higher than the national industry-wide output growth. 7.8 percentage point, 1-7 The monthly cumulative production growth rate is higher than the national industry average. 4.6 percentage point. 7 Monthly production of iron concentrate 936.2 10,000 tons, down from the same period last year. 5%, 1-7 Monthly production of iron concentrate 6494.9 10,000 tons, an increase compared to the same period last year. 6.2% 。

2. Business Performance

7 Month, the main business revenue of large and medium-sized mining enterprises that the association focuses on monitoring. 51.71 100 million yuan, main business revenue for the same period last year 44.23 100 million yuan, an increase year-on-year. 16.9% ; Achieve total profit 1976 10,000 yuan, compared to a loss in the same period last year. 5.79 100 million yuan, a year-on-year decrease in losses and an increase in profits compared to the same month last year. 5.98 100 million yuan, 1-7 The cumulative total profit realized by the large- and medium-sized mining enterprises under key monthly monitoring. 27.71 100 million yuan, year-on-year 1-7 Monthly reduction in losses and increase in profits 64 100 million yuan.

3. Financial Status

( 1 Financial expenses: 7 Month, financial expenses of key monitored large and medium-sized mining enterprises 2.46 hundred million yuan, compared to the same period last year 2.31 Increased by 100 million yuan 6.5% , as of 7 Cumulative financial expenses at month-end 17.8 100 million yuan compared to the same period last year 16.62 Increased by 100 million yuan 7.1% ; The cost of using funds has increased compared to the previous year. 2 ) Asset-to-liability ratio: 7 Month, key monitored large and medium-sized mining enterprises Debt-to-asset ratio 59.2% , up year-on-year 1.5 percentage point.

4. Cost situation

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