节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10
镍不锈钢小幅回调 预计宽幅震荡【机构评论】
盘面回顾：沪镍主力合约日盘下跌1.22%，不锈钢主力合约日盘下跌0.08%。
沪镍不锈钢均有小幅回调，部分资金选择高位止盈，基本面上当前仍属需求淡季，预计宽幅震荡为主。镍矿方面整体预计稳中偏强运行，APNI工作计划2026年镍矿配额下降至2.5亿吨，防止镍价进一步下跌，需警惕后续实际发放是否超过预期。目前菲律宾...印尼主要矿区均进入雨季，产量及装船量均会受到影响。
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