节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10
新年度RKAB审批在即 镍价下跌空间有限【机构评论】
本文聚焦镍价市场动态,分析其行情走势及未来趋势。
周五,镍价震荡运行,夜盘因中美贸易摩擦大幅下跌。现货市场成交一般,各品牌升贴水震荡。成本端,镍矿价格持稳,不同品位的印尼、菲律宾镍矿价格较上周持平。镍铁方面,冶炼厂捂货惜售,价格持稳。中间品领域,下游需求旺季促使企业采购需求释放,MHP系数价格高位运行。
从策略观点来看,短期内,中美贸易摩擦或致市场风偏下行,但因镍价前...
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