节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
镍不锈钢震荡为主 底部支撑仍存
本文聚焦镍与不锈钢市场，基于南华期货观点，分析其市场表现与未来走势。
盘面回顾：沪镍主力合约日盘收于122010元/吨，涨幅0.68%；不锈钢主力合约日盘收于12945元/吨，涨幅0.23% 。显示当日两者价格均呈上涨态势。
行业表现：现货市场各类镍产品价格有调整，如金川镍现货价格、进口镍均价等。电池级硫酸镍均价为27900元/吨，与镍豆存在一定溢价，镍豆生产硫酸镍利润为 -2.3% 。8 – 12%高镍生铁出厂价为953.5元/镍点，304不锈钢冷轧卷利润率为 -3.11% 。库存方面，纯镍上期所库存、LME镍库存、SMM不锈钢社会库存及中国主要地区镍生铁库存等均处于一定水平 。这些数据反映了市场的供需现状与成本利润情况。
市场分析 – 镍市场：沪镍盘面本周震荡，周五因整体有色强势有所拉升 。消息面上，印尼林业工作组接管部分矿区。基本面支撑稳定，镍矿九月第...
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