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镍价延续反弹,印尼减产预期提振Nickel Extends Rebound on Prospect of Indonesian Production Cuts

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印度尼西亚中苏拉威西省莫罗瓦利县的一座镍矿。摄影:迪马斯·阿尔迪安/彭博社A nickel mine in Morowali Regency, Central Sulawesi, Indonesia. Photographer: Dimas Ardian/Bloomberg

受中国在印尼生产商可能协同减产的预期提振,供应收紧预期升温,镍价连续第四天上涨。

Nickel rose for a fourth day as the prospect of coordinated output cuts by Chinese producers in Indonesia raised expectations of tighter supply.

伦敦金属交易所(LME)镍价盘中最高上涨 2%,逼近每吨 16,000 美元,延续了自上周四触及九个月低点以来的涨势。

The metal climbed as much as 2% to nearly $16,000 a ton on the London Metal Exchange, building on gains since hitting a nine-month low last Thursday.

多家中国主要镍业高管计划本周会面,商讨削减其在印尼业务的产量,涉及生产电池关键前驱体的工厂。此前 8 月曾尝试达成减产协议但未果。

Executives from several major Chinese nickel producers planned to meet this week to discuss curbing output at their Indonesian operations, including plants that produce a key feedstock for batteries. A previous attempt to agree on cuts in August was unsuccessful.

“目前大家真正关注的是减产的规模,”硕禾资产管理有限公司分析师高寅表示,“市场流传的数字相当可观。” 印尼生产商一直面临价格走弱与成本上升的双重压力,而更严格的采矿配额也限制了矿石供应。作为全球镍产量主导国,印尼产量的变化是市场的关键驱动因素。

“What everyone is really focused on right now is the size of the production cuts,” said Gao Yin, an analyst at Shuohe Asset Management Co. “The numbers being circulated in the market are quite significant.”Producers in Indonesia have been grappling with weaker prices and rising costs, while tighter mining quotas have also constrained ore supplies. The Southeast Asian nation dominates global nickel production, making changes to output there a key driver for the market.

上海时间中午,LME 镍价报每吨 15,925 美元,涨幅 1.7%,将今年以来的跌幅收窄至约 4%。其他金属价格持平或小幅上涨。

Prices were up 1.7% at $15,925 a ton on the LME at noon in Shanghai, trimming this year’s decline to about 4%. Other metals were flat or slightly higher.

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