节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10
6月无锡地区中国民营304冷轧基价整体呈现窄幅波动态势。端午节后市场回调，此前因钢厂检修公告引发的阶段性涨幅被部分抹去，市场情绪转向谨慎。
7月高碳铬铁合同价格维持高位，叠加整体原材料成本处于相对较高水平，对价格下行调整空间形成制约。不过，印尼镍矿配额存在潜在扩大预期，同时铬铁合同价格走低，对生产成...
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