节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
库存压力持续对镍价上方形成压制
截至11月28日，沪镍主力合约收盘价为117080元/吨，上周镍价回升，较11月21日收盘价涨幅达2.66%，运行区间主要集中于115530-117260元/吨。
原料端，印尼近期有两则消息扰动：其一，某印尼MHP厂因尾渣坝堆放问题预计影响12月产量6000吨；其二，印尼镍业论坛（FINI）主席声明称，若镍矿供应持续紧张，多家镍冶炼厂或面临停产。但当前印尼镍矿现实供应偏松，仅配额审批节奏可能阶段性影响供应，因此上述消息对盘面影响迅速被消化。硫酸镍领域，下游三元企业备货已基本完成，需求疲软背景下价..
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