节点：上游（原材料/资源端）位置：上游情绪：利好参考度：4/10


巴西矿业公司淡ĕ00;河谷周二发布报告，第二季度铁矿石产量达8360万吨，同比增长3.7% 。增长主要得益于巴西北部的S11D采矿项目创下第二季度产量新纪录，以及东南部布鲁库图矿的“出色表现”。

淡水河谷是全球最大铁矿石生产商之一，预计今年铁矿石产量在3.25亿吨至3.35亿吨之间。花旗分析师称其本季度表现“稳健”，有望达成预期。

不过，该季度铁矿石销量为7730万吨，下降3.1% ，铁矿石粉平均实现价Ơ..

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