节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10
4月24日，印尼青山304冷轧出口报价当日每吨上调30美元（约合205元人民币/吨）。市场分析显示，此次调价核心驱动因素为镍原料成本端上行，具体与上游镍矿供应预期变化直接相关。
..埃赫曼旗下韦达湾镍矿因年度出口配额耗尽，计划于5月进入停产阶段，这一动态引发市场对镍原料供应收紧预期升温，进而推动成本端支撑增强，成为本次报价上调的主要诱因。
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