节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
2026年印尼镍矿产量虽有配额调整，但仍低于去年，镍铁厂供应趋紧。上周伦敦金属交易所（LME）镍价徘徊在17200-17400美元/吨，未能守住18000美元/吨的反弹，沪镍则跌破14万元/吨，上周五收于137190元/Ő..
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