节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
今日沪镍主力合约收涨4.13%，伦镍价格震荡上行，不锈钢主力合约收涨1.82%。当前镍不锈钢市场正处于强预期与弱现实的博弈阶段，预计价格呈现偏强运行态势。
成本端，2026年1月（一期）内贸基准价预计上涨，矿山多看涨后市。需求端，近期出口政策调整推动不锈钢产品抢出口行为，社会库存较快下降，但终端消费难见..
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