节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
菲律宾镍、钢铁及水泥行业因潜在燃料供应短缺引发广泛担忧，能源价格飙升正持续挤压企业运营空间。
3月24日，菲律宾总统小费迪南德·马科斯因中东持续冲突导致全球石油供应中断，宣布进入全国能源紧急状态。该国柴油价格涨幅超80%，汽油价格上涨逾50%，均位居全球主..
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