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这是一份由瑞银证券于2026年3月8日发布的行业研究报告，共34页。报告聚焦铁矿石与煤炭市场，重点分析了伊朗地缘政治冲突如何通过供应链扰动、市场预期等渠道推高铁矿石价格，探讨了相关大宗商品的供需格局与价格走势逻辑。...
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