位置：中游情绪：利空参考度：8/10
7月26日，南非Merafe公布其2025年第二季度铬铁产量为4.1万吨。与上一季度相比，产量环比下降42.2% ，上一季度产量是7.1万吨。和去年同期比，同比下降46.75%，去年同期产量为7.7万吨。
再看2025年上半年，Merafe铬铁总产量是11.2万吨，和2024年上半年15.4万吨相比，同比降幅达到28% 。
为什么..
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这南非Merafe铬铁产量降这么多，光靠调整策略能行吗？以后还能回升不？
咋因为市场环境调整策略就把产量弄得降这么多？能行吗？