节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
近期，印度尼西亚镍矿石产量配额调整及格林美与青山集团印尼镍合资项目动态引发行业关注。2026年3月18日综合外媒消息显示，印尼政府将2026年镍矿石产量配额下调至2.6亿至2.7亿湿公吨，较2025年的3.2亿湿公吨缩减约15%-19%，配额调整体现当地对镍资源开发节奏的管控逻辑。
针对格林美与青山集团的印尼镍合资项目，最新核实信息表明，项目相关许可证未被吊销，此前市场关于许可证吊销的传闻与事实不符。结合配额调整Ő..
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