节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
印尼大幅下调2026年镍矿配额至约2.6-2.7亿吨（去年为3.79亿吨）后，全球镍市场正进入政策驱动阶段。供应前景收紧引发价格结构性反弹，分析师预计在政策收紧及新能源需求增长背景下，2026-2028年镍价将呈坚挺趋势。
2026年上半年，随着印尼配额削减政策落地，伦敦金属交易所（LME）镍价料测试每吨18500美元上方水平。近..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
