节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：3/10
宏观叠加镍矿政策影响 沪镍价格走强
近期，沪镍市场受宏观因素与镍矿政策双重影响，价格呈现走强态势。
从市场表现来看，隔夜LME镍与沪镍均有上涨。LME镍涨0.62% ，沪镍涨0.41% 。库存方面，LME库存增加，中国SHFE仓单减少。升贴水情况为，LME0 – 3月升贴水维持负数，进口镍升贴水维持在一定水平。
政策层面，印尼矿业部发布新规，将采矿产量配额有效期从三年缩至一年。这一政策变动对镍矿供应潜在影响较大，虽当前镍矿运行平稳，但印尼政策端的扰动...
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