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镍短期偏强 中长期存担忧 上方有限-期货频道-和讯网


镍铁产量:
2021年5月全国高镍生铁产量环比上涨5.32%至3.57万镍吨。高镍铁产量2.94万镍吨,环比上升10%。低镍铁产量0.63万镍吨,环比下降12.1%。6月份预计高镍生铁产量继续增加,除了因利润扩大部分镍铁厂开工率提升外,6月新增产能也较多,广东某镍铁厂6/7月份分别新增一条高镍产线,目前已有一条出铁,内蒙原停产产线出租后近期也将陆续复产,加上内蒙、山东分别有一家新开镍铁厂6月两条产线投产,高镍生铁产量增幅较大,环比达到9.01%。
印尼镍铁产量一直保持上升趋势,5月印尼镍铁产量为51.25万吨,折合7.06万镍吨。市场传闻印尼镍铁禁出口,也有报道称印尼镍铁可能转型升级,因为印尼政府认为镍铁的附加值不如不锈钢与硫酸镍,可能要求镍铁企业转向深加工成不锈钢与硫酸镍,近期印尼一、二、三号人物都在印尼青山等企业视� ....

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[机构看盘]华泰期货:货币宽松趋势不变,锌铝价格维持强势 _ 东方财富网

[机构看盘]华泰期货:货币宽松趋势不变,锌铝价格维持强势 _ 东方财富网
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