节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
印尼能源与矿产资源部（ESDM）已将今年镍矿产量目标设定为2.0908亿吨，低于2026年工作计划与预算（RKAB）中2.6亿-2.7亿吨的区间。此次镍矿产量下调的核心指向，是增加镍矿储备与稳定全球镍大宗商品价格。
印尼镍工业论坛（FIN）估算数据显示，受本次减产举措影响，印尼今..
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