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《精炼镍再累积，镍价延续偏弱》
近期镍市场呈现出独特态势。行情方面，镍价维持偏弱运行态势，不锈钢也同步承压，呈回落走势。
从产业逻辑深入剖析，镍产业面临复杂局面。海外宏观环境存在诸多变数，给镍市场带来不确定性。在产业链上游，东南亚菲律宾镍矿价格疲弱，这直接导致NPI冶炼厂成本倒挂问题凸显，冶炼厂持续处于亏损状态。在此情形下，冶炼厂对于高价接货的意愿极为有限。
就国内生产而言，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，国内纯镍社会库存在淡季再度累积，最新数据约为4.18万吨。库存的累积，反映出市场供需关系的变化，对镍价形成下行压力。
不锈钢产业同样值得关注。前期不锈钢减产力度逐渐减弱，前期减产促使...
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