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）表示，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已从去年的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，低于去年实际产量3.2亿吨及FINI今年需求预测的3.4亿至3.5亿吨。
FINI主席Arif Perdana Kusuma指出，南苏拉威西和中苏拉威西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，旨在避免完全关闭熔炉，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..000美元/吨，创2024年5月以来最高水平。
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