节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:4/10


若相关贸易限制获批,核心影响主体将是俄罗斯最大矿业企业MMC诺里尔斯克镍业公司(Norilsk Nickel)。该公司目前未受制裁,因其在全球关键产业链中具有重要地位,其钯(Palladium)产量约占全球汽车尾气催化剂用钯总量的40%。

相关禁令的酝酿正值铂族金属及铜市场趋紧之际。今年以来,在全球需求强劲、矿山供应受限的背景下,铜价持续攀升...

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