Nickel is one of the raw materials for the plating of products such as faucets and showers. 300 以镍为主要原料的系列不锈钢也广泛应用于卫浴行业. 镍价上涨预计将对生产企业造成一定影响.
印尼加速实施出口禁令, 镍价飙升
Last week, Indonesian officials finally confirmed that they would impose a ban on nickel ore exports on January 1, 2020, 比之前宣布的时间提前两年. According to the analysis, if the ban is implemented in advance, 印尼现有镍铁产能将完全无法消化印尼镍矿产量, 预计将导致全球镍资源严重短缺 2022. There is already a narrow gap in the current global nickel market. The price of nickel has risen sharply.
As early as July this year, 印尼禁雷传闻甚嚣尘上, driving the price of nickel to rise sharply. 他们之中, 沪镍主力合约上涨 11.09% 和 16.13% respectively in July and August, and the increase of LME nickel in July and August was 14.70% 和 23.57% 分别.
据上海期货交易所, 中国是全球最大的镍消费国, 与消耗 1.14 百万吨于 2017, 会计 53.4% 全球消费总量. 由于我国镍资源相对匮乏,原材料对外依存度较高, 需要大量进口镍矿.
根据海关总署数据, the total import of China’s nickel ore and concentrates in 2018 是 46,992,300 吨, of which Indonesia’s imports are 1,501,500 吨, 和菲律宾’ imports are 3,000,82 吨, 会计 31.96% 和 63.86% 分别. 如果印尼实施禁雷令, China will be seriously affected, and manufacturers will face further pressure from rising costs.

