节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
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镍矿市场预计稳中偏强运行。APNI计划2026年下调镍矿配额以抑制镍价下跌，需关注实际配额发放是否超预期；菲律宾及印尼主要矿区进入雨季，产量与装船量将受季节性影响。新能源领域价格企稳，但下游采购意愿低迷，年末淡季对市场短期支撑..
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