节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
近期，印尼镍铁行业因RKEF原料配额（RKAB）调整引发市场波动。据外媒消息，印尼镍矿商协会（APNI）秘书长曾在公开场合提及德龙系GNI、青山系关联工厂及华迪等企业“陷入停产困境”，相关表述迅速引发行业恐慌。
随后剧情反转，PT Gunbuster Nickel Industry（GNI，印尼德龙三期）发布回应，强硬驳斥“停产”说法为“严重误导”。接近运营层人士指出，当前产线调整属于“受控动态调整”，是镍价低迷下基于利润率的负荷优化与例行轮修，与被动停产存在本质差异；同时强调印尼项目现金流独立，原料供应与生产组织均在计划内，未出现断供停摆。
APNI口径同步出现微妙软化。原发言人梅迪改口称部分企业产线停止运行系“计划性维护”，仅维持对华迪（自2025年中运营基本停滞..
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