节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


RKAB审批构成潜在利多 价下跌空间有限

本文为五期货对镍市场的分析评论。

周三镍价震荡运行。沪镍主力合约报收于一定价位,较前日有小幅变动。现货市场成交一般,各品牌升贴水震荡。俄镍、金川镍现货升贴水相对前日持平。成本端,镍矿价格持稳,不同品位的印尼内贸红土镍矿到厂价不变。镍铁方面,冶炼厂捂货惜售,报价坚挺,中国高镍生铁出厂价持平。中间品方面,下游需求旺季,企业原料采购需求释放,对高价MHP价格接受度提高,致使MHP系数价格小幅走高 。

从产业视角分析,近期镍铁价格表现稍强,但精炼镍库存压力显ȑ..

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