节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：8/10
印尼能源和矿产资源部2月10日宣布，已批准新的镍矿生产配额，在2.6亿至2.7亿吨之间，相比上年设定的3.79亿吨目标显著下降。此举目的是支撑镍价，这一配额也符合印尼镍矿商协会此前建议的2.5亿吨左右产量指引。
印尼ɕ..000万吨，其中约3000万吨来自菲律宾，以弥补国内供应缺口。随着冶炼厂产能扩大，印尼全年镍矿石需求预计增至3.4亿至3.5亿吨，若国内产量仅维持2.5亿吨，供应缺口可能达1亿吨。
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