节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
2月4日消息，高盛上调2026年镍价预测，将均价从每吨14,800美元上调至17,200美元，因印尼镍矿供应量同比下降11%至2.6亿吨。
高盛预计，受矿石供应收紧影响，到2026年第二季度镍价将维持在每吨约18,700美元的水平。
高盛指出，若印尼全年维持镍矿开采配额2.6亿吨，其镍矿供应量将同比下降12%至229万吨，导致精炼镍市场出现3.1万吨的小幅供应缺口，占全...
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