节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
澳大利亚矿业公司Jervois Global宣布计划重启其圣保罗州圣米格尔保利斯塔（SMP）电解精炼厂的运营，预计在获得必要监管批准后，于2027年启动商业化生产。该工厂是拉丁美洲唯一的一级镍钴电解精炼厂，设计年产能为1万吨精炼镍及2...
市场参与者表示，尽管该精炼厂的产量在全球精炼镍供应中占比不大，但在新能源领域需求增长放缓的背景下，其重启或对市场情绪产生影响。
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