节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
中国粗铟生产商报价上调，国际市场铟价同步攀升。鹿特丹金属交易所数据显示，铟价已突破500-600美元/公斤，创十余年新高；国内市场2026年以来铟价从2500元/公斤飙升88%至4700元/公斤，涨幅显著，价格动态引发行业关注。
铟资源禀赋及供应格局：铟为锌矿伴生资源，主要作为锌冶炼副产品产出，中国是全球铟资源核心供应国，产量占全球70%。招商证券有色金属研究团队指出，过去10年铟年均供应增速仅4%，受锌等上游资源供应增速限制，未来供应增速或进一步换挡下行，供应端约束趋紧。
需求驱动与价格上...汽车等领域需求扩张，消费端增速持续提升。当前铟价处于历史价格分位线43%水平，结合供需基本面变化，上行空间显著，市场对铟价走势预期向好。
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