节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
国内镍加工是下游产业链发展的重要组成部分，亦是2025年第2号法律（即2009年第4号矿产与煤炭采矿法第四次修订案）的强制实施要求——该法律明确规定，所有矿产商品必须在境内完成加工。据预测，截至2040年，下游产业链发展计划预计将吸引约6180亿美元的投资规模。
国内镍冶炼厂领域，目前已有79座冶炼厂投入商业运营，74座处于在..
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