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下游减产放缓 镍价反弹回落【机构评论】

近期镍与不锈钢市场呈现出特定的行情走势与产业逻辑。

行情回顾：镍价经历反弹后回落，而不锈钢市场也处于承压态势。这种价格波动反映了市场供需及其他因素的综合影响。

产业逻辑 – 镍：从宏观层面看，海外宏观环境趋缓。在产业领域，东南亚菲律宾镍矿价格表现疲弱。NPI冶炼厂面临成本倒挂困境，持续处于亏损状态，这使得冶炼厂高价接货的意愿极为有限。7月，中国精炼镍产量环比增长3%，企业开工率约达61%。进入8月，国内纯镍社会库存约为3.94万吨，库存虽有小幅回落，但从远期视角分析，仍面临一定压力 ，这显示出镍市场供应端存在潜在变动因素。

产业逻辑 – 不锈钢：不锈钢减产力度逐渐减弱，前期减产促使 ..

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