中国与BHP达成铁矿石定价部分挂钩人民币协议

中国矿产资源集团与中国矿业巨头BHP签订长期铁矿石销售合同,其中Jimblebar铁矿粉定价部分挂钩人民币。这是中国市场交易数据首次纳入铁矿石定价基准,分析师表示。然而,美元在该贸易中的主导地位仍未改变。

必和必拓(BHP)在其周三发布的最新运营回顾中宣布,已与中国矿产资源集团(CMRG)完成铁矿石销售合同谈判。

业内人士向《南华早报》证实,CMRG成功谈判将BHP的Jimblebar铁矿粉定价与人民币挂钩,作为新长期合同的一部分。

GF Futures铁矿石分析师徐逸丹表示:“该协议标志着中国自身市场交易数据首次纳入铁矿石定价公式,代表定价基准的范式转变。”她补充道:“它改变了贸易规则,并加强了中国在铁矿石市场的定价影响力。”

分析师称,此协议是北京推动人民币国际化并增强大宗商品定价权的关键突破,尤其在美国面临日益加剧的“地缘政治孤立”之际。但他们强调,中国重塑旧秩序的更广泛努力仍远未完成,美元主导地位持续存在。

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