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产业压力仍在 镍价区间震荡
中辉期货分析,当前镍及不锈钢产业面临一定压力,市场呈现区间震荡态势。
从镍产业来看,海外宏观情绪有所减弱。产业层面,海外菲律宾镍矿价格相对偏弱,不过部分矿企存在挺价行为。镍产业链内部供需出现分化,精炼镍供应过剩压力较大,而硫酸镍环节则相对偏紧。8月国内纯镍社会库存约4.08万吨,环比有小幅度去化,但远期仍面临压力。这种库存结构与产业链供需分化,对镍价走势产生重要影响。
不锈钢方面,不锈钢减产力度逐渐减弱,前期减产使得部分库存得以消化。据统计,8月无ɔ..
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