【国投期货:预计二季度四大矿山整体的产销将出现增长】金十期货5月9日讯,整体来看,一季度四大矿山产销都受到了恶劣天气的影响,其中力拓受到的影响最大。进入二季度后,虽然暂时缺少新增产能的释放,同比难有大幅增长,但由于生产经营已经恢复正常,所以环比来看仍有不小的季节性增长预期。我们预计二季度四大矿山整体的产销将出现增长,并且下半年产能进一步释放的预期依然存在。
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