要闻 来源:银河期货 时间:2023-03-17 20:08:30
【资料图】
宏观方面市场被消息面左右变化较快,波动巨大。镍价今年以来的下跌,主要是因为青山电积镍出来以后修复和二级镍的估值,与硫酸镍的溢价基本合理,与NPI的差距仍大,并且没怎么反映宏观风险。目前需要关注的是危机能否消灭在萌芽,以及旺季何时能来。不锈钢旺季预期分歧仍然较大,向上驱动不足,产业链处于主动去库阶段,不支持给出钢厂利润增产,反弹后还要再向下压缩利润寻找支撑。
(文章来源:银河期货)
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