（来源：要钢网） 今早伦镍暂运行在14750美元/吨附近，沪镍主力合约见至11.6万元/吨左右，上期所不锈钢期货主力合约 走至12550-12600元/吨上下，期镍红绿颇为震荡，上探力度不够强势，不锈期货横盘僵持在12500上方 后，盘中或有几番上触12600大关的机会，不过阻力也十分明显，有考验就有变数。 来源：市场资讯 现货方面，早间从锡佛两地了解，304民营四尺冷轧资源主流报至毛边12350-12600区间，两地明价徘徊 在12350-12400附近吆喝出货，而民营五尺热轧大板资源主流维持在毛边12200-12250左右，较窄幅起伏 的盘面不同，场内信心倒相对充足，不少商家挺价观望颇为乐观，高价买卖对峙，少部分商家则谨慎， 预期有上限。 201方面，冷热轧高位暂无明显调整，其中J1四尺冷轧资源锡佛主流报至毛边7800-7850区间，J2J5资源 走至7000-7050附近，代理领衔高位报价，商家跟进在左右。 综上，期镍内外红绿不一，不锈期货独红上探高位关口，卷板市场挺价心态占据，尽管买卖颇受考验， 但还是在如此氛围下释放些许刚需买单，总量远不及理想，好在能支撑各方继续观望，并随时灵活调整 应对。 ...

Group 1 - The core viewpoint of the article highlights a significant increase in nickel prices, with LME nickel rising by $85 to $14,970 per ton and Shanghai nickel futures increasing by 460 to 118,220 yuan per ton, indicating a strong market performance at the end of the week [1] - The stainless steel futures on the Shanghai Futures Exchange also saw a rise, closing up 80 to 12,570 yuan per ton, suggesting a positive trend in the stainless steel market [1] - The article notes that the market had been fluctuating throughout the week but finally showed strength, with expectations for further price increases in the upcoming week [1] Group 2 - In the spot market, 304 private cold-rolled resources were reported in the range of 12,300-12,500 yuan, while five-foot hot-rolled large plate resources remained around 12,150-12,200 yuan, indicating stable pricing in the current market [1] - Agents and merchants are likely to maintain high prices following previous adjustments, although high-price transactions may face resistance, suggesting a cautious but optimistic outlook for future trading [1] - Overall, the article conveys a sense of excitement and anticipation for the market's performance in the coming week, following a week of price increases in the rolled steel market [1]

Group 1 - Nickel prices are fluctuating around $14,850 to $14,900 per ton, while the Shanghai nickel main contract is approximately at 117,000 yuan per ton, indicating a stable yet volatile market environment [1] - The stainless steel futures on the Shanghai Futures Exchange are trading between 12,400 to 12,450 yuan per ton, with both nickel and stainless steel futures showing slight oscillations after a previous upward trend [1] - In the spot market, the mainstream price for 304 cold-rolled resources is reported between 12,250 to 12,500 yuan, with a cautious trading atmosphere and limited aggressive buying activity [1] Group 2 - The market for hot-rolled large plates is maintaining a mainstream price around 12,100 yuan, with discrepancies in buying and selling prices leading to a stalemate in actual transactions [1] - The 201 series cold and hot-rolled products are showing stable pricing, with J1 cold-rolled resources quoted between 7,650 to 7,800 yuan, while J2 and J5 resources are around 6,850 to 7,000 yuan, reflecting a generally stable trading environment [1] - The overall trading atmosphere remains subdued, with some attempts to find lower prices, but the majority of quotes are stable, indicating a cautious market sentiment [1]

Group 1 - Nickel prices are currently around $14,850 per ton, with Shanghai nickel futures rising by 1,130 to 117,260 yuan per ton, and stainless steel futures increasing by 80 to 12,455 yuan per ton, indicating a stable upward trend in the market [1] - The spot market for stainless steel remains stable in the morning, with strong price support in the afternoon, driven by bullish sentiment as the month-end approaches, leading to increased market competition [1] - In the 304 stainless steel segment, cold-rolled resources are reported in the range of 12,200-12,500 yuan, while hot-rolled resources are around 12,100 yuan, with trading activity becoming cautious after a brief improvement [1] Group 2 - The market sentiment is cautiously optimistic, with trading activity slowing down despite a potential reversal in short-term trends, indicating that the remaining days of the month will be challenging [2]

Group 1 - The nickel market showed some recovery after a significant drop, with London nickel trading around $15,250 per ton and Shanghai nickel main contract closing down by 200 to 121,310 yuan per ton [1] - Stainless steel futures also experienced a decline, with the main contract down by 40 to 12,850 yuan per ton, indicating a mixed market sentiment despite the overall downward trend [1] - The price range for 304 cold-rolled resources in the private sector is reported between 12,700-12,900 yuan, while hot-rolled large plate resources are around 12,600-12,650 yuan, reflecting a chaotic pricing environment with limited actual transactions [1] Group 2 - The market for cold and hot rolled products is stabilizing at lower levels, with slight fluctuations in pricing, and agents are maintaining a firm stance on pricing [2] - The trading environment remains challenging, with limited transactions and a focus on high-quality pricing, indicating a cautious approach from market participants [1][2]

Core Viewpoint - The current market for nickel and stainless steel shows mixed signals, with nickel prices fluctuating and stainless steel prices remaining high despite limited demand [3][4][5]. Nickel Market Summary - As of 15:00 today, nickel is trading around $15,150 per ton, while the Shanghai nickel main contract closed down by 170 to 121,180 yuan per ton [3]. - The stainless steel futures main contract increased by 25 to 12,985 yuan per ton, indicating a potential upward trend [3]. - The market is experiencing narrow fluctuations, with a focus on whether the prices can stabilize above the 13,000 yuan mark [3]. Stainless Steel Market Summary - The mainstream price for 304 cold-rolled resources in the market is reported between 12,700 and 12,900 yuan per ton, while hot-rolled resources are around 12,450 to 12,500 yuan per ton [3]. - The market atmosphere in East China is becoming subdued, while South China is following the trend of high prices, although demand remains limited [3]. - The overall sentiment in the rolled steel market is strong, with expectations of continued price stability unless significant changes occur [5]. Trade and Pricing Dynamics - Cold-rolled resources are maintaining high prices, with J1 resources reported between 7,300 and 7,800 yuan per ton, and J2 and J5 resources around 7,000 to 7,100 yuan per ton [4]. - There is a reduction in low-priced resources, and some high-priced resources have a narrow flexible space of 20-30 yuan [4]. - The pricing remains elevated, indicating a strong market position [4].