镍日报-20250807

Group 1: Report Overview - Report type: Nickel Daily Report [1] - Date: August 7, 2025 [2] - Research team: Nonferrous Metals Research Team [3] Group 2: Market Review and Operation Suggestions - Nickel price trend: On the 6th, Shanghai nickel continued to rise slightly, with the main contract 2509 closing up 0.22% at 121,070. The total open interest of the index decreased by 1,386 to 189,989 lots [7] - Market consumption: The overall consumption is still weak, the trading among traders is not active, the average premium of Jinchuan No. 1 nickel remains flat at 2,250 yuan/ton, and the spot premium range of domestic mainstream brands of electrowinning nickel is -100 - 300 yuan/ton [7] - Supply and price of nickel ore: The supply of nickel ore in the Philippines and Indonesia is expected to be loose in the future, and the price is under further downward pressure, with the support from the ore end weakening [7] - NPI price: The NPI price continued to rise, with an average of 918 yuan/nickel point on the 6th. Large stainless - steel enterprises are still waiting and have limited acceptance of high - priced raw materials [7] - Nickel salt price: Nickel salt prices are repaired at a low level, and there may be a slight boost in the short term [7] - Market outlook: The current macro - sentiment supports the nickel price to be strong, the industrial chain prices have recovered, but the oversupply pressure remains. After the sentiment fades, the price is likely to continue to be under pressure [7] Group 3: Industry News - Investment in Indonesia's nickel downstream industry: Indonesia's Danantara is exploring investment opportunities in the nickel downstream industry and considering acquiring the GNI smelter. It plans to prepare an investment plan of over $20 billion and provide about $60 million in medium - term financing through a syndicated loan [8][10] - Battery energy storage system in Bulgaria: Bulgaria has officially launched the largest operating battery energy storage system in the EU, with a capacity of 124 MW/496.2 MWh [10] - Innovation in solar cells: A research team has developed a TOPCon solar cell using nickel contact with significantly reduced silver usage while maintaining high efficiency, which is expected to reduce production costs [10] - Battery energy storage project in the UK: Apatura has obtained planning permission for a 100 - MW battery energy storage system project in Scotland, with the approved total storage capacity exceeding 1.6 GW [10]