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价分化格局,成本支撑依然稳固。目前市场并存两种主流定价机制:一是“基准价加浮动升水”模式,部分工厂以固定HPM为基础,附加7-16的升水进行交易;二是一口价模式,获得主流铁厂推行,其湿法矿报价持稳于28-33美元/湿吨,其中1.4%品位CIF价格报64美元/湿吨,1.5%品位CIF价格报71美元/湿吨,整体价格水平与4月持平。与此同时,菲律宾镍矿价格保持稳定运行。综合来看,镍矿整体成本维持高位,但

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