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短期宏观氛围偏积极 镍价震荡上行
周一,镍价呈现震荡上行态势。从产业链各环节来看:
镍矿方面,印尼天气虽已好转,但供应恢复尚需时日,短期内升贴水维持在24 – 25美元/湿吨。镍矿供应的恢复进度,对镍价有着基础性的影响。
镍铁领域,前期铁厂有所减产,同时不锈钢价格稳步回升,使得镍铁市场情绪回暖,议价区间有所上移。不过,镍铁过剩压力依然存在,这种价格回升的持续性有待进一步观察。当前,高镍生铁主流报价已涨至930 – 940元/镍(舱底含税)。
精炼镍市场,现货成交情况平淡,各品牌现货升...
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这镍价走势真就这么稳?下游需求有限还能震荡上行?观望就一定保险吗?