节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：7/10
诺镍预测今年及明年全球镍市场将出现供应过剩。2025年和2026年的过剩量被大幅上调，两年增幅均超100%。这主要受印尼镍产能持续释放推动。从供需角度看，在供应过剩预期升温背景下，全球镍库存持续累积。近期伦敦金属交易所（LME）和上海期货交易所（SHFE）镍库存均出现反弹，显示现货市场供应压力显著上升。
价格方面，受供应充裕预期扩大及需求复苏Ŋ..
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