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2026年第一季度产销量报告显示，公司延续强劲生产与销售态势，多项资产产量创历史新高。铁矿石业务方面，新资产持续爬坡增产推动产量稳步提升，销量创2018年以来第一季度最高水平。铜与镍业务均实现两位数增长，其中铜产量创2017年以来第一季度最佳水平，镍产量创2020年以来第一季度最佳水平。
2026年第一季度，镍产量总计4....
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