节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
印尼镍业协会（FINI）周五表示，由于镍矿生产配额下调，该国2026年镍加工产能利用率可能降至低至70%，而镍矿进口预计将大幅增长。
FINI主席阿里夫·佩尔达纳·库苏马向路透社透露，今年镍加工产能利用率可能从去年的约90%降至70%至75%左右。印尼今年回转窑-矿热炉（RKEF）和高压酸浸（HPAL）冶炼厂的镍加工产能约为270万吨，对应需约3.4亿至3.5亿吨湿公吨镍矿。
印尼能源部官员特里·维纳诺指出，镍矿生ĺ..RKAB）已设定为2.6亿至2.7亿吨。据FINI统计，印尼今年镍矿进口量预计将从去年的约1500万吨升至5000万吨，其中约3000万吨预计来自菲律宾。
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