节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：8/10
2026年4月23日，Eramet发布2026年第一季度财报。调整后营收达8.4亿欧元，同比增长13%，主要由销量提升与价格上涨双重驱动。镍业务调整后营收1.63亿欧元，同比增长43%。
印尼Weda Bay镍矿外部销量为830万湿吨，同比增长54%..LME镍均价为17,362美元/吨，同比上涨12%。
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