节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10
印尼镍业协会（FINI）称，镍矿开采配额削减后，采用旋转窑电炉（RKEF）技术的冶炼厂产能利用率从去年的84%降至76%。印尼能源部将2026年镍矿生产配额下调至2.6亿至2.7亿吨，低于去年3.2亿吨的实际产量及FINI今年3.4亿至3.5亿吨的需求预测。
FINI主席Arif Perdana Kusuma在印尼关键矿产会议上表示，南苏拉威西和中苏拉威西的部分生产线产量已降至产能的50%以下。冶炼厂维持低产能运行，旨在避免熔炉完全关闭，因重启需承担高昂成本且耗时数月。
印尼国家经济委员会委员Septian Hario Seto指出，..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
