节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
受印尼镍矿新政影响，青山集团已通知中国中国台湾地区客户，将304不锈钢热轧出口报价上调25美元/吨；同时，印尼青山基地今日紧急封盘，暂停对外报价。
此次价格调整与封盘举措，源于印...矿产资源部（ESDM）的政策变动——自4月15日起上调镍矿石基准价格（HPM），并启用全新计价公式。该新政将直接影响镍矿开采成本，进而传导至不锈钢产业链端，引发市场报价波动。
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