According to the nickel price monitoring, August 21 nickel spot price of 90187.5 yuan / ton, compared with 86450 yuan / ton the previous day, rose 4.32%, today’s spot nickel rose sharply more than 3700 yuan / ton, Shanghai nickel also rose 3.87% The Nickel prices since June 3 reached its lowest point since the beginning of 72,725 yuan / ton after a sharp rebound, as of August 21 cumulative rebound 24.01%, approaching the annual high of February 20, 90887.5 yuan / ton, half of the year almost rebounded all the decline The
Nintendo Nickel analyst Liu Meili that the nickel price rose sharply for three reasons, one is expected in the black tightly driven by the metal market performance continues to remain strong, nickel prices rose sharply. Second, refined nickel imports to maintain a loss pattern, the domestic refined nickel stocks continue to decline, and decline faster, warehouse receipts basically maintained 200 tons / day decline in speed, in addition, the bonded area nickel inventory has dropped to 40,000 tons or less. Third, the inventory side. Philippine nickel ore shipments last week, the chain has declined from the entire 7-8 month tracking point of view, the overall nickel ore imports compared with last year or incremental little, nickel ore stocks more difficult to accumulate. Fourth, the new energy vehicles driven demand, with the development of new energy vehicles, new energy battery technology is also constantly innovating, many developers will focus on the new energy battery materials, aimed at seeking new breakthroughs. As the battery area of the main raw material – nickel sulfate, there has been a new demand growth point, which makes the whole industry chain, has undergone enormous changes. In addition, the cobalt price rose to accelerate the replacement of cobalt on nickel, detonated nickel prices rose. Cobalt prices rose more than 100% compared to the previous year, greatly improving the cost of ternary materials, compressed manufacturers profit margins. Nickel instead of cobalt can not only save costs, but also can further improve the energy density. Affected by this concept, nickel prices soared.
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Although the new demand point detonated nickel price, but the performance of nickel iron began to weaken last week, nickel and iron smelting enterprises continue to come back from the news, the edge of nickel iron smelting enterprises began to be Price of the stimulus. In addition, stainless steel inventories have increased in August, but from the spot market performance, steel mills still have a certain control capacity, the current stainless steel inventory is not enough, or will not constitute a huge threat to the entire industry chain. Overall, nickel and iron production is expected to have a certain hindrance to the nickel price, stainless steel stocks also slightly accumulated, but refined nickel warehouse receipts continue to reduce the support of nickel prices remain easy to rise or fall pattern is expected to remain short-term fluctuations in nickel prices upward trend.
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