节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：5/10
印尼某园区镍铁项目因园区内电解铝产能即将投产，用电优先保障电解铝项目，导致镍铁产量将大幅减产。据Mysteel调研，该园区2026年一季度电厂检修多于二季度结束，年初起镍火法产量持续降产降负荷，在产产线同比去年降产10-15%。园区电解铝新项目计划6月送...000金属吨/月。
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