节点:炼铁/粗钢位置:中游情绪:利空参考度:10/10


2025 年 7 月 23 日消息,全球镍产业正经历震荡。6 月全球镍冶炼活动 4 0010;月来首次下滑,闲置产能指数大幅攀升,其中中国镍业巨头青山集团前期在印尼的停产效应持续发酵,是影响全球产能的关键因素。

印尼镍生铁冶炼厂闲置产能月环比激增,达到两年新高,较去年同期高出 9 个百分点,该国镍产业链面临严峻挑战。而中国成为全球镍冶炼市场亮点,6 月冶炼活动逆势增长,闲置产能下降..

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