content stringlengths 1 4.97k | publishTime timestamp[s] | title stringlengths 2 113 |
|---|---|---|
term nickel price will pay more attention to macro and downstream procurement, with a large fluctuation. In the medium and long term, with the release of new capacity, the nickel price returns to the normal level. | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
本报告数据来源为Wind、SMM、Mysteel、广发期货发展研究中心 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
市场回顾 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
沪镍主力季节性图(元/吨) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
500010000150002000025000300003500040000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
1/1 2/1 3/1 4/1 5/1 6/1 7/1 8/1 9/1 10/1 11/1 12/1 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2017 2018 2019 2020 2021 2022 2023 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
LME镍季节性图(美元/吨) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
500010000150002000025000300003500040000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
1/1 2/1 3/1 4/1 5/1 6/1 7/1 8/1 9/1 10/1 11/1 12/1 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2017 2018 2019 2020 2021 2022 2023 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
不锈钢主力季节性图(元/吨) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
50007000900011000130001500017000190002100023000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
1/1 2/1 3/1 4/1 5/1 6/1 7/1 8/1 9/1 10/1 11/1 12/1 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2019 2020 2021 2022 2023 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
上周镍价先扬后抑,先是在低库存支撑和菲律宾计划禁止镍矿出口或征收出口关税消息刺激下,单边上涨至22.5w上方,随后宏观情绪转弱,有色整体回调,镍价跟随回落。 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
上周不锈钢先扬后抑,先在成本上涨支撑下探涨17500元/吨一线,而后集中交易库存高企现实而急跌至16500一线,随后企稳收复至16900元/吨附近。基本面处于“低估值、高库存、需求待确定”格局,盘面形态尚在震荡区间中。 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
本报告数据来源为Wind、SMM、Mysteel、广发期货发展研究中心 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
产业链周度数据(weekly data) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
本周上周周变化单位 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
SMM 1#电解镍|228500|225350|3150|元/吨|1#金川镍升贴水|7000|9750|-2750-2750|元/吨|1#进口镍升贴水|6750|5750|10001000|元/吨|镍豆现货升贴水|5000|5000|0|元/吨| LME镍0-3|-185|-228.5|43.5|美元/吨|进口盈亏|-3118|-3683|565|/|期货比值|7.53|7.54|-0.01|/| LME库存|49062|49542|-480-480|吨| SHFE周报库存|2812|2224|588588|588588|吨|国内六地社会库存|5126|3880|12461246|12461246|吨|保税区库存|7500|800... | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-48|元/镍吨|菲律宾红土镍矿1.5CIF|71.5|71.5|0|美元/湿吨|红土镍矿港口库存|810|858|-48|万湿吨|8-12%江苏高镍生铁|1390|1380|10|元/镍点|高镍生铁较电解镍溢价|-919|-871|-48|元/镍点|南非精粉40-42%|57|54.5|2.5|元/吨度|南非块矿36-38%|56|51|5|元/吨度|铬矿港口库存|203.5|224.7|-21.2|万吨|内蒙古高碳铬铁价格|9300|9000|300|元/50基吨|304/2B(无锡宏旺2.0卷)|17200|17100|100|元/吨|304/2B(佛山宏旺2.0卷)|17150|17200|-50|元/吨|304/No.1(... | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
参考成本(按即期原料价格算)|17494|17304|190|元/吨|300系社库(无锡+佛山)|72.00|54.40|17.60|万吨|300系冷轧社库(无锡+佛山)|43.66|29.32|14.3414.34|14.3414.34|万吨| SHFE不锈钢仓单|10.01|8.81|1.201.20|万吨 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-2750-2750 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
10001000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-480-480 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
588588|588588 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
12461246|12461246 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-500-500 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
266266 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
14.3414.34|14.3414.34 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
1.201.20 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
本报告数据来源为Wind、SMM、Mysteel、广发期货发展研究中心 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
产业链资讯 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
菲律宾工贸部考虑对原镍出口征税或者禁止出口 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
菲律宾贸易和工业部(DTI)正在研究是否应该对原镍出口征税或禁止出口,以支持政府努力发展当地镍工业并参与发展的电动汽车电池供应链。DTI 秘书Alfredo E. Pascual 表示,受镍在印度尼西亚高价值生产的成功启发,投资委员会目前正在进行一项研究,以制定镍行业政策。DTI 负责人解释说,该研究的总体目标是生产下游镍材料和产品,最终支持电动汽车电池供应链的发展,这可能包括其他政府机构的潜在作用。 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
南非电力Eskom:停电略有缓解,入冬后限电或将升级 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
1 月27 日,据外媒报道:南非电力公司Eskom 表示,周五的停电将略有缓解,全天降至4 级限电,直到进一步通知。4 级限电将从周五5 点开始,并持续下去。 Eskom 之前轮流实施4 级和5 级限电,在晚上上调至更到等级。Eskom 表示,如果有什么变化,它将发出警报--鉴于其记录,这是很有可能的。Eskom 的电网高度波动、不可预测,这导致了本周停电计划的几个变化和升级。分析师和能源专家警告说,随着南非进入冬季,情况可能会变得更糟,7 级或8 级限电即将发生。 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
印尼放宽外资镍矿所有权限制,低品镍矿定价受到关注 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
当前印尼对外资持有其本土镍矿资源的股权限制由49%放宽至70%,外资企业对镍矿的所有权得到进一步加强。叠加在庞大的镍不锈钢及中间品产业规划下,企业尤其注重镍矿资源的布局,镍矿所有权争夺激烈。此外随着印尼湿法中间品产线的投入,印尼低品镍矿资源及价格受到市场关注,目前印尼正在推动低品镍矿的基准价格,低品镍矿定价或区分于中高品,钴也纳入计价范围。 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
浦项计划2 月底至3 月初开启检修,本次检修为分段检修,对产量基本无影响。 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
目录 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
02 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
镍:跟踪宏观预期和下游补库,宽幅震荡不锈钢:库存高企,成本支撑,区间震荡 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
01 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
本报告数据来源为Wind、SMM、Mysteel、广发期货发展研究中心 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
镍:跟踪宏观预期和下游补库,宽幅震荡 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
本报告数据来源为Wind、SMM、Mysteel、广发期货发展研究中心 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
高价抑制下游成交,现货升水回落;进口窗口关闭 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
(The high price inhibits the transaction, and the spot premium falls back; The entrance window closes again) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
LME镍基差(美元/吨) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
电解镍现货升贴水(元/吨) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-1200-1000-800-600-400-2000200 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2022-06-062022-06-162022-06-262022-07-062022-07-162022-07-262022-08-052022-08-152022-08-252022-09-042022-09-142022-09-242022-10-042022-10-142022-10-242022-11-032022-11-132022-11-232022-12-032022-12-132022-12-232023-01-022023-01-122023-01-22 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
LME镍升贴水(0-3)LME镍升贴水(3-15) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
期货进口盈亏和沪伦比值(元/吨) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
0123456789 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-35000-30000-25000-20000-15000-10000-5000050001000015000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2022-05-252022-05-302022-06-042022-06-092022-06-142022-06-192022-06-242022-06-292022-07-042022-07-092022-07-142022-07-192022-07-242022-07-292022-08-032022-08-082022-08-132022-08-182022-08-232022-08-282022-09-022022-09-072022-09-122022-09-172022-09-222022-09-272022-10-022022-10-072022-10-122022-10-172022-10-222022-10-27... | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
期货进口盈亏沪伦比值 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-10000-500005000100001500020000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2021-01-262021-02-102021-02-252021-03-122021-03-272021-04-112021-04-262021-05-112021-05-262021-06-102021-06-252021-07-102021-07-252021-08-092021-08-242021-09-082021-09-232021-10-082021-10-232021-11-072021-11-222021-12-072021-12-222022-01-062022-01-212022-02-052022-02-202022-03-072022-03-222022-04-062022-04-212022-05-06... | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
金川镍进口镍挪威大板镍豆 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
沪镍月差与仓单(元/吨;吨) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
0 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2000400060008000100001200014000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-1000010002000300040005000600070008000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2021-01-222021-02-112021-03-032021-03-232021-04-122021-05-022021-05-222021-06-112021-07-012021-07-212021-08-102021-08-302021-09-192021-10-092021-10-292021-11-182021-12-082021-12-282022-01-172022-02-062022-02-262022-03-182022-04-072022-04-272022-05-172022-06-062022-06-262022-07-162022-08-052022-08-252022-09-142022-10-04... | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
主力-次主力(左)SHFE仓单(右) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
本报告数据来源为Wind、SMM、Mysteel、广发期货发展研究中心 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
估值偏高;硫酸镍对纯镍贴水接近6万元/镍吨,刺激转产电积镍 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
(Pure nickel is overvalued) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
高镍铁较电解镍升贴水(元/镍点) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-1400-1200-1000-800-600-400-2000200 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2021-06-182021-07-032021-07-182021-08-022021-08-172021-09-012021-09-162021-10-012021-10-162021-10-312021-11-152021-11-302021-12-152021-12-302022-01-142022-01-292022-02-132022-02-282022-03-152022-03-302022-04-142022-04-292022-05-142022-05-292022-06-132022-06-282022-07-132022-07-282022-08-122022-08-272022-09-112022-09-26... | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
硫酸镍较一级镍豆溢价(元/镍吨) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-80000-60000-40000-200000200004000060000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
1/1 2/1 3/1 4/1 5/1 6/1 7/1 8/1 9/1 10/1 11/1 12/1 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2018 2019 2020 2021 2022 2023 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
镍板与不锈钢比值 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
579111315 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2021-08-272021-09-102021-09-242021-10-082021-10-222021-11-052021-11-192021-12-032021-12-172021-12-312022-01-142022-01-282022-02-112022-02-252022-03-112022-03-252022-04-082022-04-222022-05-062022-05-202022-06-032022-06-172022-07-012022-07-152022-07-292022-08-122022-08-262022-09-092022-09-232022-10-072022-10-212022-11-04... | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
硫酸镍与镍铁价差(元/镍) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
020000400006000080000100000120000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2021-02-052021-02-252021-03-172021-04-062021-04-262021-05-162021-06-052021-06-252021-07-152021-08-042021-08-242021-09-132021-10-032021-10-232021-11-122021-12-022021-12-222022-01-112022-01-312022-02-202022-03-122022-04-012022-04-212022-05-112022-05-312022-06-202022-07-102022-07-302022-08-192022-09-082022-09-282022-10-18... | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
本报告数据来源为Wind、SMM、Mysteel、广发期货发展研究中心 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
LME投资基金净多持仓上升 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
(LME investment fund's net long position increased) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
LME镍投资基金净多头持仓(手)LME镍投资基金持仓(手) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
010,00020,00030,00040,00050,00060,000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2020-02-142020-03-142020-04-142020-05-142020-06-142020-07-142020-08-142020-09-142020-10-142020-11-142020-12-142021-01-142021-02-142021-03-142021-04-142021-05-142021-06-142021-07-142021-08-142021-09-142021-10-142021-11-142021-12-142022-01-142022-02-142022-03-142022-04-142022-05-142022-06-142022-07-142022-08-142022-09-14... | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
LME:镍:投资基金多头持仓:持仓数量LME:镍:投资基金空头持仓:持仓数量 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-20,000-10,000010,00020,00030,00040,00050,000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2020-02-142020-03-142020-04-142020-05-142020-06-142020-07-142020-08-142020-09-142020-10-142020-11-142020-12-142021-01-142021-02-142021-03-142021-04-142021-05-142021-06-142021-07-142021-08-142021-09-142021-10-142021-11-142021-12-142022-01-142022-02-142022-03-142022-04-142022-05-142022-06-142022-07-142022-08-142022-09-14... | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
LME镍商业企业持仓(手) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
020,00040,00060,00080,000100,000120,000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
2020-02-142020-03-142020-04-142020-05-142020-06-142020-07-142020-08-142020-09-142020-10-142020-11-142020-12-142021-01-142021-02-142021-03-142021-04-142021-05-142021-06-142021-07-142021-08-142021-09-142021-10-142021-11-142021-12-142022-01-142022-02-142022-03-142022-04-142022-05-142022-06-142022-07-142022-08-142022-09-14... | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
LME:镍:商业企业多头持仓:持仓数量LME:镍:商业企业空头持仓:持仓数量 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
LME镍商业企业净多头持仓(手) | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
-60,000-50,000-40,000-30,000-20,000-10,0000 | 2023-02-05T00:00:00 | 镍和不锈钢产业链周报 |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.