节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
短期内市场交易成本上升预期叠加情绪驱动，镍价出现阶段性反弹，但高企的显性库存与疲弱的下游需求对反弹高度形成显著制约。
中长期来看，镍市格局演变核心取决于政策执行力度。若政策执行严格，将有效减缓印尼镍供应增速，同时引发产业链利润从冶炼端向采矿端转移。重点：最终，新政有..
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