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短期产业层面缺乏矛盾 镍不锈钢维持区间波动
从市场走势来看，日内有色金属普遍上涨，沪镍主力合约当日收涨0.22%。隔夜时段，基本金属多数收涨，沪镍收涨0.46%，伦镍收涨0.5% 。
就投资逻辑而言，印尼镍矿价格表现坚挺。部分镍铁产能再次转产冰镍，预计后续镍铁供应及回流国内的量会有所收缩。国内镍铁价格上涨至918元/镍点附近，但国内铁厂大多仍处于亏损状态。价格上涨使得钢厂利润持续修复，部分不锈钢厂维持减产，周内社会库存微幅增加，国内外消费较弱的状况仍在持续。在新能源领域，三元正极材料以销定产，产量环比有所增加。近期，国内外纯镍库..
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