节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10
印尼能源与矿产资源部（ESDM）拟推出新的镍矿基准价格（HPM），该定价将纳入钴、铁含量考量，或推高相关成本。
这一调整叠加镍产品出口税提案，预示全球市场定价环境将更趋紧张。尽管若价格维持高位政府或放宽采矿配额（RKAB），但受...
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