节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
据两位消息人士及路透社获取的政府演示文稿显示，印度计划近期推出激励政策，鼓励企业建设锂、镍加工厂，以提升关键矿产产量，满足国内需求增长。锂加工厂补贴上限为年度净销售额的40%，镍加工厂为25%；要获得补贴资格，锂加工厂最低产能需达3万吨/年，镍加工厂最低产能需达...
激励计划拟规定，2026年4月1日及之后启动的符合资格的锂和镍加工项目可获15% 资本补贴，政策有效期为5年。补贴将分期拨付，企业需达成政府设定的最低产能利用率目标方可领取相应补贴。政府计划初期先将政策覆盖2个锂加工项目与2个镍加工项目，以保障2030年国内需求。
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