节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10
中国浙江华友钴业股份有限公司于4月29日宣布，受硫磺价格飙升推高核心电池镍项目生产成本影响，其印尼子公司华丰镍钴将自5月1日起暂停部分生产线，工厂产能削减约50%。
华友钴业为中国主要镍钴生产商。受中东冲突对海湾地区硫磺生产及运输造成的冲击，印尼进口硫磺现货价格已突破800美元/吨，创历史新高。
此外，中东占..
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