节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：10/10
嘉能可斯特拉塔作为全球大宗商品交易巨头及领先商品生产商，近期发布第一季度生产报告。报告显示，镍产量为3.23万金属吨（含第三方原料供应），环比减少4.72%，同比减少5.56%，其中镍板2.42万吨、镍豆0.81万吨。新喀水淬镍项目仍处维护状态，产量为0。
公司自有资源镍产量1.72万吨，较2025年第一季度减少1600吨（降幅9%），主因萨德伯里ǟ..
Murrin Murrin自有资源镍产量7900吨，同比减少500吨（降幅6%），主要因2026年第二季度计划进行精炼厂停产检修，前期已开展相应准备工作。此外，嘉能可2026年镍金属指导产量为7-8万吨。
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