节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
往期热点聚焦印尼镍矿政策调整与国际镍市动态。印尼镍矿基准价（HPM）新政正式落地，叠加供给端收紧的双重驱动，国际镍市迎来显著反弹。伦敦金属交易所（LME）镍合约交投活跃度提升，价格呈现上行态势，市场参与者对镍价走势的预期趋于乐观。
印尼作为全球镍矿主要供给国，其政策变动对全球镍产业链影响深远。HPM新政重构镍矿定价机制，同时供给端因矿山开采限制、出口管控等因素收紧，进一步压缩市...
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