本文作者:银河期货研究员 丁祖超期货从业证号:F03105917 投资咨询证号:Z0018259第一部分 前言概要VALE:二季度VALE产量同比增加、发运同比下降,对比一季度产量下降、发运增加出现变化,更多体现出来的是VALE在通过库存环节在有效的调节发运水平。2025年VALE维持3.25-3.35亿吨产量目标,全年总产量预计处于区间目标中值。力拓:二季度由于港口维护工作,总发货量小于总产量,...
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