节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
华友钴业公告显示，公司印尼子公司华飞镍钴因硫磺价格显著上涨及产线高负荷运行，自2026年5月1日起对部分产线临时停产检修，预计影响约50%产量。
2025年华飞镍钴实现营收144.95亿元，净利润12.52亿...占公司归母净利润的9.32%。
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