节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
近期，镍生铁价格呈现持续下行态势，同时，不锈钢市场需求的复苏程度未达预期。在此背景下，本周初，印尼青山对其304热轧不锈钢出口报价做出调整，调降20美元/吨，新报价为1745美元/吨 。这是自10月以来，该产品报价的第二次下调，累计跌幅已近50美元/吨。
镍生铁价格走弱，影响了不锈钢生产成本的构成，而不锈钢需求复苏不及预期，使得市场供应与需求的平衡被打破。这两者共同作用，导致印尼青山不得不通过降低出口报价来提升产品在国际市场的竞争力。
连续的价格调整反映出当前不锈钢市场面临的复杂形势。一Ɩ..
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