节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：5/10
国际镍业研究组织（INSG）做出预测，全球镍产量方面，2025年预计为381万吨，到2026年预计会增至409万吨。需求方面，2025年预计为360万吨，2026年预计将增至382万吨。由此可见，未来两年全球镍的产量和需求都呈现增长态势。产量增长幅度相对需求增长幅度更大一些，预计到2026年，..战略布局和生产规划调整，应对市场可能出现的供应与需求变化情况。
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