节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:10/10


4月3日,中东地缘危机引发全球硫磺市场价格异动,价格大幅攀升创近年新高,对印尼镍产业、非洲业及中国铜冶炼行业产生显著影响。

受硫磺供应扰动及价格上涨驱动,印尼硫磺现货价格周度涨幅达20%,报每吨约600美元;部分采用高压酸浸工艺的镍冶炼企业采购成本突破每吨700美元,原料成本压力显著抬升,或抑制镍产能释放节奏。

非洲区域硫磺价格同步走高,南非现货价...

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