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青山集团颠覆镍市场和不锈钢成本

Kallanish(开阑商务信息咨询)报道,对青山集团镍锍供应增加的预测导致周四镍价大幅下跌。不过,正在使用的新工艺可能导致含镍生铁供应紧张。

The forecast of increased supply ofnickel matte from Tsingshan caused nickel prices to fall sharply on Thursday.The new process being used however could tighten nickel pig iron (NPI)supply, Kallanish notes.


伦敦金属交易所三个月期镍周四跌幅高达8.5%,报15,945美元/吨,创201612月以来最大盘中跌幅。上海期货交易所主力6月镍合约收盘下跌6%,报130,510/吨(20,180.61美元/吨),创20205月以来最大盘中跌幅。

Three-month nickel on the LondonMetal Exchange dropped as much as 8.5% to $15,945/tonne on Thursday, reachingits biggest intraday loss since December 2016. The most-traded June nickelcontract on the Shanghai Futures Exchange ended 6% lower at CNY130,510/t ($20,180.61/t), posting its biggest intraday loss since May2020.


中国民营镍和不锈钢生产商青山集团31日与华友钴业和中伟公司签署了高锍镍供应协议,并于33日公布了该协议。根据协议,自202110月起一年内,青山集团将向华友钴业供应6万吨高锍镍,并向中伟公司供应4万吨相同产品。

Chinese private nickel and stainlesssteel producer Tsingshan Group signed a high-matte nickel supply agreement withHuayou Cobalt and Zhongwei on 1 March and announced the deal on 3 March.According to the agreement, Tsingshan will supply 60,000 tonnes of high-mattenickel to Huayou Cobalt within one year from October 2021 and provide 40,000tof the same product to Zhongwei.


青山集团是第一家使用红土镍矿生产含镍生铁的公司。目前,该公司正在将含镍生铁进一步加工成镍含量为75%的高锍镍产品。该公司表示,将根据市场发展情况调整含镍生铁和镍锍的产量。

Tsingshan was the first company toproduce NPI from nickel laterite ores. Now it is taking NPI and furtherprocessing it to high-matte nickel products with a 75% nickel content. It saysit will adjust production of NPI and nickel matte according to market developments.


迄今为止,含镍生铁和电池级镍市场一直是分开运行的。如果这种新工艺成为常态,不断增长的电动车电池需求可能意味着含镍生铁供应将从不锈钢制造中分流出来。

NPI and battery grade nickel marketshave hitherto functioned separately. If this new process becomes the norm,growing EV battery demand could mean NPI supply being diverted away fromstainless steelmaking.


华友还参与了青山集团在印尼镍冶炼厂的投资。华友表示,该厂也将使用含镍生铁生产一些高锍镍。

Huayou also participated withTsingshan in the investment of a nickel smelter in Indonesia. Huayou said itwould also produce some high matte from nickel pig iron.


同时,该公告也缓解了市场对电池级镍供应短缺的担忧。“青山集团镍锍的量产引发了供给侧的调整。硫酸镍的供应瓶颈已经被打破,镍价上涨空间有限,”华泰期货在一份简报中表示。

The announcement has meanwhilealleviated market concerns about the shortage of battery-grade nickel supply.''Tsingshan's mass production of nickel matte triggered a supply-sideadjustment. The supply bottleneck for nickel sulphate has been broken. There’slimited room for nickel prices to increase,'' Huatai Futures says in anote. 


为了满足动力电池对镍的需求,青山集团于20207月开始在印尼试生产高锍镍,并于去年年底正式投产。随着更多设施在印尼投产,青山集团的目标是在2021年生产60万吨含镍当量,2022年生产85万吨,2023年生产110万吨。

In order to meet demand for nickelfor power batteries, Tsingshan began trial production of high-matte nickel inIndonesia in July 2020, and saw formal production begin at the end of lastyear. With more facilities commissioned in Indonesia, Tsingshan aims to produce600,000t of contained nickel equivalent in 2021, 850,000t in 2022 and 1.1million tonnes in 2023.


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