节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10
《基本面矛盾不突出 镍价偏弱运行》
近期镍市场呈现出特定的运行态势。从市场走势来看，有色金属整体表现不佳。昨日有色金属普遍下跌，沪镍主力合约收跌0.89% ；隔夜基本金属多数收绿，沪镍收跌0.63%，伦镍收跌0.71%。
在现货市场方面，上海SMM金川镍、进口镍、电积镍升水情况各有不同，且部分品种升水有变动。这在一定程度上反映了现货市场的供需关系及活跃度。
投资逻辑上，印尼镍矿价格较为坚挺。部分镍铁产能再次转冰镍，预计后期镍铁供应及回流中国量会收缩。中国镍铁价格持平至特定价位附近，中国铁厂多处于亏损状态，而价涨使得钢厂利润持续修复。Ƀ..不锈钢厂维持减产，周内社会库存有所增加。在新能源领域，下游逐渐进入补库阶段，三元正极材料以销定产，产量环比增加。纯镍方面，近期中国外库存增加。
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