节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
近期不锈钢加速拉涨，佛山不锈钢周库存加速去化，镍价大幅上涨，304不锈钢一天暴涨600元，青山印尼价格已连涨6次。综合外媒2026年1月14日消息，印尼可能大幅削减2026年镍矿开采配额的消息震动全球镍市，伦敦金属交易所三个月期镍价1月7日一度逼近每吨19000美元，较上月大涨24%，创近19个月新高。
不过行业专家与分析机构警示，当前涨势缺乏基本面支撑，镍市短期仍陷供应过剩。印尼镍矿商协会透露，2026年镍矿开采上限或设2.5亿吨，较2025年的3.79亿吨降34%，若落地全球镍供应将减约70万吨。但市场反应更多基于预期，印尼年度计划透明度低，外界难确认配额基准和减产真实含金量。
这一政策信号让加拿大、美国...
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