节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
淡水河谷（Vale）明确基本金属业务核心目标：2035年铜产量规划达70万吨（2025年目标为38.2万吨），2030年镍产量目标设定为21-25万吨；同时计划2024-2027年期间，加巴两地矿产储量实现20%的增长。
镍、铜等基本金属业务的盈利贡献持续提升——今年预计占集团EBITDA的26%（2024年占比仅10%），长期有望进一步提升至30%-35%；该业务2025年EBITDA已增至33亿美元，展现出强劲增长潜力。
加拿...
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