节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
中东地缘冲突持续发酵引发全球硫磺价格历史性暴涨，直接推高镍及不锈钢生产原料成本，叠加国际运费暴涨24%，对不锈钢产业链订单及成本端形成双重压力。
硫磺作为镍湿法冶炼的关键原料（镍红土矿加压浸出工艺需大量硫磺制备硫酸），其价格异动直接传导至印尼镍产业。印尼是全球镍矿及镍产品核心供应国，硫磺依赖进口，价格暴涨导致当地镍铁、镍湿法中间品生产成本显著抬升，进而影响不锈钢上游原料供应节奏。
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