节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
下游再度垒库 镍价承压运行【机构评论】
本文由中辉期货发布，分析了镍与不锈钢产业逻辑，并给出策略推荐与风险提示。
从宏观层面看，海外降息符合预期。在产业方面，海外印尼政局对镍矿供应影响有限。而中国镍产业链内部供需呈现分化态势。精炼镍供应过剩压力较大，9月中国纯镍社会库存约4.1万吨，环比延续小幅累积，供应端压力持续存在；与之相对，硫酸镍环节则相对偏紧。
不锈钢产业方面，目前其下游消费旺季的实际表现存在不确定性。数据显示，9月无锡和佛山两大不...
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