1、 Trend analysis
According to the nickel price monitoring of business society, on the 2nd, the spot nickel price fell sharply, with a quotation of 146650 yuan / ton, a slight increase of 0.22% over the previous trading day, 14.45% over the beginning of the year and 23.76% year-on-year.
Chinese demand concerns triggered a continued decline in selling inventories, and Lun nickel closed up 0.33% overnight. Supply remains tight. In terms of demand, the demand of nickel city is still dragged down by the production restriction of downstream steel mills, superimposed with the production restriction of new energy enterprises. Ternary cathode materials and ternary precursor enterprises in Hunan, Jiangsu, Guangdong, Fujian and other provinces are gradually restoring production capacity, and local control in Zhejiang is still relatively strict. The short-term trend of nickel is expected to be dominated by shock.
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