如何了解短期基本面数据：镍国内表需创历史高位

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如何了解短期基本面数据：镍国内表需创历史高位

2025-5-1

短期基本面数据：镍国内表需创历史高位◆ 国内节后累库不及预期，表需历史性高位，1-3月累库幅度不及预期，内盘结构稍有一点点抬升。外购原料成本跟随镍价上行。Special report on Guotai Junan Futures数据来源：SMM，上海钢联，同花顺iFind，彭博，上海金属网，国泰君安期货研究6060电解镍社会库存（含保税区）2019202320202024202120252022吨8000070000600005000040000300002000010000030-1071-1092-1071-2010-3021-3022-3020-4051-4062-4021-5042-5070-6091-6050-7071-7003-7021-8052-8060-9071-9003-9002-0110-1131-1172-1101-2132-21月差：Ni01-Ni0220212022202320242025元/吨9000800070006000500040003000200010000-1000-200020-1041-1062-1070-2091-2030-3051-3072-3090-4012-4060-5081-5003-5011-6032-6050-7071-7092-7001-8022-8030-9051-9072-9061-0182-0190-1112-1130-2151-2172-21中国精炼镍产量201720222018202320192024202020252021万吨43.532.521.510.5001-31 02-28 03-31 04-30 05-31 06-30 07-31 08-31 09-30 10-31 11-30 12-31中国精炼镍表需201720222018202320192024202020252021万吨654321001-31 02-28 03-31 04-30 05-31 06-30 07-31 08-31 09-30 10-31 11-30 12-31中国电解镍月度净进口201720222018202320192024202020252021吨50000400003000020000100000-10000-2000001-3102-2803-3104-3005-3106-3007-3108-3109-3010-3111-3012-31高冰镍-电镍一体化MHP-电镍一体化外购高冰镍-电镍外购MHP-电镍元/吨21000019000017000015000013000011000090000

国泰君安期货能源矿产