节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
近期，印度尼西亚政府宣布加强镍资源国家管控，因印尼占据全球镍供应最大份额，且正值全球电动汽车产业需求结构变动之际，引发国际社会广泛关注。
印尼近年通过限制原矿出口政策，吸引大量外资投向镍冶炼产业，全球镍供应份额显著提升。其曾计划依托镍资源构建“采矿—电池制造—整车生产”完整电动汽车产业链，但随着电池技术路线演进，低镍磷酸铁锂（LFP）电池市场占比上升，镍需求预期出现调整。
印尼在强化资源管控的同时，开展非法采矿与违规许可治理，收回土地并处罚款。分析指出，其镍产业发展面临经济发展与环境保护平衡挑战，涉及森林保护、碳排放等核心议题。
当前全球多国将关键矿产列为战略重点，印尼镍政ǭ..
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