节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
印尼最新资源政策或重塑亚洲及全球不锈钢废料市场。印尼官员当前收紧对低品级镍产品（含镍生铁NPI）的出口管控，该材料与全球炼钢厂所用不锈钢废料直接竞争，不锈钢废料价格或再度面临上行压力。
据美联社报道，印尼是全球镍矿及半成品镍产品第一大出口国，该国政府致力于构建完整的本土电动汽车供应链，目标从采矿延伸至电池生产及整车制造，但政策制定者如今质疑现有出口规模是否匹配这一战略目标。
去年印尼当局查封近1000万英亩土地，针对涉嫌腐败或违规的采矿及种植园许可证采取行动，贸易商正评估这些举措对镍供应稳定性的影响。
印尼镍生铁出口限制或重塑亚洲原料需求格局。中国不锈钢生产商高度依赖NPI作为炼钢原料，中资在东南亚等邻国建设的钢厂也依赖稳定的NPI供应，这一依赖关系多年来压制了不锈钢废料需求。
若印尼政策限制NPI供应，不锈钢废料竞争力将提升，..
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