节点：下游（终端消费/应用）位置：下游情绪：利空参考度：3/10
镍价触及3月以来最高水平，因全球最大镍生产国印度尼西亚宣布计划削减供应以提振价格。
据印尼CNBC报道，该国能源与矿产资源部长巴利尔·拉哈达利亚表示，2026年将削减镍产量以更好平衡供需。这个东南亚国家的镍产量（用于不锈钢和电动汽车电池）本十年激增，目前已占全球总量近70%。
镍仍是伦敦金属交易所今年表现较弱的品种之一，因替代化学材料兴起导致电池领域需求持..
印尼镍产量目前是明年镍价前景的核心因素。该国政府可通过收紧采矿配额（当地称为RKABs）的发放来控制供应。伦敦金属交易所镍价一度上涨4.7%至每吨16560美元，延续了自12月中旬以来跟随其他金属的上涨势头。
延伸阅读：麦格理称印尼镍举措或令全球供应减少35%。
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