能源金属周报:全球核心资产重估中继续推荐关注稀土磁材、钨等关键战略金属

华西证券
Aug 31, 2025

报告摘要本周沪镍价格环比上涨,沪镍及伦镍持续去库截止到8 月29 日,LME 镍现货结算价报收15,190 美元/吨,较8 月22 日上涨2.84%,LME 镍总库存为209,544 吨,较8 月22 日减少0.03%;沪镍报收12.12 万元/吨,较8 月22日上涨1.45%,沪镍库存为26,439 吨,较8 月22 日减少1.87%;截止到8 月29 日,硫酸镍报收28,100 元/吨,较8 ...

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