节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
镍期货市场延续上行趋势，上海期货交易所主力镍合约涨幅达1.88%，伦敦金属交易所（LME）三个月期镍亦上涨0.2%。
印尼总统普拉博沃（Prabowo Subianto）于周三宣布，政府将对战略性大宗商品出口实施集中化管理机制，旨在提升国家财政收入并强化对本国丰富自然资源的管控能力。
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此举引发市场对印尼加工镍出口可能受阻的担忧，涉及产品包括镍生铁（NPI）及镍铁合金，二者均为不锈钢生产的核心原料。
此前，印尼于今年上半年已连续实施多项政策调整，涵盖削减镍矿开采配额、计划优化税收及权利金体系等。市场对镍供应的忧虑在此背景下逐步浮现。
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