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镍矿价格坚挺 镍不锈钢震荡运行【机构评论】
本文聚焦镍矿及镍不锈钢市场动态，由一德期货发布于2025年8月26日。
从市场走势来看，日内有色金属多数飘红，沪镍主力合约收涨0.59% 。隔夜基本金属大多收涨，沪镍收涨0.05%，LME休市。
投资逻辑方面，印尼镍矿价格坚挺。部分镍铁产能再次转冰镍，预计后期镍铁供应及回流国内量收缩，国内镍铁价格上涨至929.5元/镍点附近。但国内铁厂多处于亏损，而价涨使钢厂利润持续修复。部分不锈钢厂维持减产，周内社会库存增加。新能源领域，下游逐渐进入补库阶段，三元正极材料以销定产，...
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