铁矿石价格上涨至一个多月来最高水平,表现强于石油和铜等其他工业大宗商品,交易商押注中国需求将转强。
The price of iron ore has risen to its highest level in more than a month, outperforming other industrial commodities such as oil and copper as traders bet on stronger demand from China.
普氏能源(Platts)调查显示,含铁量为62%的澳大利亚基准铁矿石价格日前上涨到每吨139.25美元,达到5月初以来的最高水平,过去两周的涨幅达到4.7%。
Benchmark Australian iron ore with 62 per cent iron content rose to $139.25 a tonne yesterday, according to Platts. That is the highest since early May and up 4.7 per cent in the past fortnight.
与此形成反差的是,同期,布伦特(Brent)原油价格下跌了7%,伦敦金属交易所(LME)铝价下跌3.9%,铜价只上涨了1.1%。
In contrast, Brent crude oil prices have slid 7 per cent over the same period, while on the London Metal Exchange aluminium prices were down 3.9 per cent and copper prices were up just 1.1 per cent.
对于必和必拓(BHP Billiton)、力拓(Rio Tinto)以及巴西淡水河谷(Vale)这些矿业公司来说,铁矿石价格的上涨是一个利好消息,此前由于投资者担忧欧债危机带来全球衰退,导致这些公司的股价近期处于严重压力之下。
The rise in iron ore prices will be a boon for miners such as BHP Billiton, Rio Tinto and Vale, whose share prices have been under severe pressure as investors fear a global downturn driven by the eurozone debt crisis.
自2月中旬以来,铁矿石业务贡献四分之三基本盈利的力拓股价下跌逾20%。
The share price of Rio, for whom iron ore makes up three-quarters of underlying earnings, has fallen more than 20 per cent since mid-February.
铁矿石价格受到有关中国的初步乐观情绪的提振,中国铁矿石库存量近期在下降,同时自中国官方2008年以来首次降低基准利率之后,企业正期待着政府出台刺激措施。
Iron ore prices have been buoyed by tentative optimism over China, where inventories have been falling and businesses are hoping for a government stimulus after Beijing cut benchmark interest rates for the first time since 2008.
此外,分析师认为,由于上月铁矿石价格处于每吨132美元的低位,中国那些成本最高的铁矿石企业很难盈利。
Moreover, at last month’s price lows of $132 a tonne, the highest-cost Chinese iron ore miners are unprofitable, analysts say.
然而,如果欧元区危机引发全球整体放缓,可能引发价格剧烈下跌,交易商仍担心这种可能性。
Nonetheless, traders remain wary of the possibility of a sharper fall in prices should the eurozone crisis trigger a broader global slowdown.