节点：上游（原材料/资源端）位置：上游情绪：利好参考度：8/10


往期热点聚焦甬金科技在东南亚的布局。三年间设立三个基地，其泰国基地正式开工，26万吨不锈钢项目启动。

2025年7月29日综合媒体消息显示，全球镍市场有戏剧性变化，从疯狂走向沉寂。2025年二季度，镍价波动大，供应端与需求端因素相互作用。

一方面，印尼镍矿产量增加，新矿山投产，使得镍供应上升。另一方面，全球经济增速放缓，特别是不锈钢行业需求不振。不锈钢是镍的主要应ǔ..

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