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矿端扰动减弱 镍价承压回落【机构评论】
本文聚焦镍与不锈钢市场，由中辉期货发布于2025年9月4日。
行情回顾：镍价呈现承压回落态势，不锈钢市场同样面临压力。
产业逻辑 – 镍：从宏观层面看，海外存在降息预期。产业方面，海外印尼因政局不稳定，引发市场对镍矿供应的担忧。在国内，镍产业链内部供需结构出现分化，精炼镍供应过剩压力显著，而硫酸镍环节则相对供应偏紧。9月国内纯镍社会库存约3.94万吨，虽环比有小幅下降，但远期仍面临库存压力。
产业逻辑 – 不锈钢：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，9月无...
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