节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
全球镍市场步入政策驱动周期
据市场观点，全球镍市场正进入政策驱动主导阶段。核心触发点为印尼2026年镍矿开采配额大幅下调至2.6亿-2.7亿吨，较2025年3.79亿吨显著缩减约30%。分析人士指出，供应端收紧预期已推动镍价实现结构性修复，叠加政策持续收紧及新能源领域需求增长的双重支撑，2026-2028年镍价或维持偏强运行态势。
LME镍价或上测18500美元/吨关口
价格维度，随着2026年上半年配额下调政策逐步落地，伦敦金属交易所（LME）镍价有望测试18500美...
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