节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10


《警惕宏观扰动，镍价宽幅震荡运行》

本文由光大期货发布，聚焦镍市场动态。近期镍市场受多种因素影响，呈现复杂态势。

从价格表现来看，隔夜LME镍与沪镍价格均有所上涨。然而，市场各环节的供需情况差异明显。库存方面，LME库存与中国SHFE仓单均有不同程度减少。LME0 – 3月升贴水维持负数，进口镍升贴水维持在一定水平。镍矿运行相对平稳，未出现大幅波动。

镍铁 – 不锈钢产业链中，10月不锈钢粗钢产量基本持平，原料端镍铁成交一般。全国主流市场不锈钢社会总库存周环比下降，但终端需求仍较为低ȿ..

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