节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
《海外库存压力下镍价走势分析》
近期镍市场行情呈现出一定特点。截至9月19日，沪镍主力合约收盘价为121500元/吨 。镍价周初先上涨，后随市场情绪回落而偏弱运行，相较于9月12日收盘价，跌幅达0.39%，其收盘价主要运行区间在120940 – 122610元/吨。
从原料角度剖析，镍矿方面，印尼政府接管PT Weda Bay Nickel林地消息对盘面影响已逐渐消退，但需密切警惕后续印尼打击非法采矿叙事可能反复，进而对镍价带来扰动。硫酸镍方面，中间品原料现货供应偏紧，使得硫酸镍成本支撑坚挺。加之临近下游三元厂家节前询价采购，促使硫酸镍价格偏强运行。
在供需层面，精炼镍现货成交氛围一般，下游仅维持刚需采购。海内外库存积累，对镍价形成压制。上周，中..
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海外库存压力真的会导致镍价持续偏弱吗？市场情绪和供需变化对镍价影响有多大？投资建议是否过于谨慎？