节点:下游(终端消费/应用)位置:下游情绪:利空参考度:4/10
沪镍偏弱震荡 不锈钢减产不乐观【机构评论】
本文由一德期货发布,对沪镍及不锈钢市场进行分析。
现货市场信息:上海市场中,金川镍、进口镍、电积镍存在一定升水情况,但具体升水数据未保留。
市场走势:交易日内,基本金属普遍下跌,沪镍主力合约收跌0.99%。隔夜时段,基本金属全线收绿,沪镍收跌0.20%,伦镍收跌0.36% ,整体呈现弱势。
投资逻辑:印尼镍矿基准价上调,支撑镍矿价格坚挺。然而,中国镍铁价格却下跌至922元/镍点附近,铁厂利润收缩,多数处于亏损状态,故而维持低产量运行。下游部分不锈钢厂也维持减产态势,导致ő..
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印尼镍矿价涨,中国镍铁价跌,这种反差下不锈钢减产后续会否加剧?库存压力又将如何演变?