节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
当前新能源产业链对高纯硫酸镍需求短期有所放缓，但长期需求韧性显著。澳企Jervois重启巴西镍钴精炼厂（年产能约1.2万吨精炼镍、2千吨钴），有望缓解部分区域原料紧张局面。不过，该产能在全球精炼镍总产能中占比有限，短期对LME镍价影响可控，更多体现为情绪层面的扰动，后续需..
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