节点:中游(冶炼、中间品)情绪:中性参考度:2/10


2024年日本镍矿市场呈现深度收缩态势,消费与进口规模同比大幅下滑47.5%至58.9万吨,市场价值同步下降57.6%至4200万美元,延续了2013-2014年行业高峰后的持续下行趋势。

展望未来,市场有望开启温和复苏通道,预计2024-2035年期间销量复合年增长率(CAGR)为1.5%,至2035年销量将达69.4万吨;价值维度CAGR为1.8%,名义批发价口径下市场价值将升至5100万美元。

从进口结构看,菲律宾与新喀里多尼亚为日本镍矿独家供应国,2024年分别供应30.7万吨与28.2万吨,占进口总量的100%;价值端新喀里多尼亚以2300万美元居首,菲律宾为1600万美元。

进口均价方面,2024年整体进口价每吨66美元,同比下降31.2%,其中新喀里多尼亚进口价每吨80美元,高于菲律宾的52美元,反映不同供应国资ƺ..

The complete content requires login

You can view the full content after logging in. If you don't have an account, please register first.

Log in to view the full text

This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
[ai_simple_sources]