节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
外电12月30日消息，印尼镍冶炼厂协会（FINI）主席Anf Perdana Kusuma周三表示，明年新产能投产将使印尼冶炼厂镍矿石需求增加约4000万至5000万吨/年。该协会同时指出，2026年印尼冶炼厂镍矿石需求量预计达3.4亿吨至3.5亿吨。
印尼拥有全球最大的镍矿储量，该国已宣布计划2026年削减矿产生产配额。Kus...部分冶炼厂或被迫缩减精炼产能约15%-18%，并需从其他地区进口镍矿石以维持生产。据FINI估计，2025年印尼自菲律宾进口的镍矿石约为1500万吨，当前印尼国内镍矿石产量仅相当于当年批准配额的85%左右，2026年镍矿石进口量预计增至约5000万吨。
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