节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：8/10
5月11日消息，高盛将2026年镍平均价格预测从每吨17200美元上调至每吨18500美元。此次调整反映出机构对未来镍市场供需格局的重新评估，可能与全球新能源产业扩张带来的需求增长预期、主要产区供应端潜在约束等因素相关。镍作为动力电池、不锈钢ǭ..宏观经济环境、主要矿产项目进展及政策调控对供需基本面的实际作用。
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