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沪锡、沪镍:供应与需求交织,价格区间有参考
Sou Hu Cai Jing·2025-06-05 05:13

Group 1 - Tin prices rebounded significantly due to slow resumption of production in Myanmar and concerns over future supply [1] - Demand from downstream sectors such as solder, electronics, and home appliances remains limited, with low inventory levels [1] - The expected resumption of supply from Myanmar is unlikely to change, leading to limited upside for tin prices [1] Group 2 - Nickel prices experienced fluctuations, influenced by lower-than-expected US data which raised interest rate cut expectations [1] - Refined nickel production is at historical highs, while demand from the stainless steel market is subdued [1] - The price of nickel ore from the Philippines remains stable, while Indonesian prices show mixed trends [1] Group 3 - The macroeconomic uncertainty is high, with a slightly improving short-term nickel fundamental outlook but a bearish long-term perspective [1] - Recommendations for trading include selling on rallies for both tin and nickel [1] - Short-term price ranges for tin and nickel contracts are provided, indicating expected trading levels [1]