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ID:5349503
大小:1.44 MB
页数:48页
时间:2017-12-08
《铁矿石暴涨20%的背后,需求依然强劲》由会员上传分享,免费在线阅读,更多相关内容在行业资料-天天文库。
1、RodolfoAngele,CFAGlobalEquityResearch(55-11)4950-388802July2017rodolfo.r.angele@jpmorgan.comTableofContentsMonthlysummary................................................................................................3Demand:Globalironoredemand........................
2、..............................................9Demand:GlobalPMIheatmap.........................................................................10Demand:Chineseeconomicdataheatmap....................................................11Demand:Globalsteelproduction........
3、.............................................................12Demand:Chinasteelnetexports.....................................................................15Demand:Chinesesteelproductionandapparentconsumption...................16Demand:Chinaresidentialpropertypric
4、es.....................................................17Demand:Chinaresidentialproperty................................................................18Demand:Chinaresidentialproperty................................................................19Demand:Chinainfra
5、structureinvestment......................................................20Demand:ChinaPMI...........................................................................................21Demand:ChinaFAI......................................................................
6、......................22Demand:Chinanewloans&SHIBOR..............................................................23Demand:Chinaironoredemand......................................................................24Prices:IronorepricevsChinarebar.........................
7、......................................25Prices:58Fevs62%Feindex..........................................................................26Prices:58%Feindexdiscountaverages.........................................................27Prices:58%Feindexdiscountvscoke......
8、.....................................................28Prices:Chinasteelmargins.............................................
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