节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：8/10
印度尼西亚电池材料公司（MBMA）最新季度报告显示，2025年因采矿能力提升和天气条件改善，超额完成褐铁矿产量目标，计划2026年进一步提高矿石产量。具体来看，腐殖土镍矿产量目标提升至800-1000万湿吨，褐铁矿目标大幅上调到2000-2500万湿吨，这反映出印尼作为全球镍供应核心的产能仍在持续扩张。
公司高附加值产品产量ő..战略调整。
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