节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
全球最大钯金生产商诺里尔斯克镍业（Nornickel）正积极推动钯金需求多元化，以对冲汽车行业需求下滑的结构性压力。长期以来，钯金市场超80%需求集中于汽车尾气催化剂领域，电动车替代传统内燃机削弱了该领域消费。为此，公司2023年设立“钯金中心”，重点开发新应用场景降低集中度风险。
中国市场成为关键突破口，玻纤行业对钯金的潜在需求快速增长，中期年需求有望达80万盎司。2025年中国采购约2万盎司用于玻纤工业测试，完成300天试验显示钯金可替代部分铂金解决方案；2026年4月计划启动大规模测试推动技术转型À..
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