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2025年下半年，全球镍市场迎来关键转折，有望进入“加速上行”通道。
首先，中国政策“精准发力”。中国作为镍消费核心市场，调整工业政策，化解过剩产能，应对通缩压力。政策效果明显，NPI和不锈钢价格上涨，产业链利润空间扩大，投资逻辑转向“提升质量”，中国综合股指攀升，市场信心增强，也重塑全球镍市预期。
其次，菲律宾雨季将至。距离雨季启动仅60天，雨季期间该国约50%镍矿产量暂停开采。菲律宾是中国镍生铁产业核心原料供应国，其产能收缩将致全球镍矿市场紧平衡。市场已提前反应，供应商对矿..
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