节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：3/10
《受有色板块带动，镍价重返震荡区间上沿分析》
近期镍价受有色板块整体上涨带动，重返震荡区间上沿。从市场回顾来看，沪镍2511合约上涨2900元至124480元/吨。现货方面，金川升水环比持平，俄镍升水环比持平，电积镍升水环比上调50元。
相关资讯对镍价走势影响深远。国际镍业研究组织（INSG）预测，2026年全球镍需求将增至382万吨，产量增至409万吨，相比2025年都有所上升。这表明未来镍市场供应预期增加，对价格存在潜在下行压力。
印尼能源与矿产资源部政策调整，将矿产与煤炭采矿活动的RKAB审批制度从三年期改回年度制，自2026年起实施。虽部分企业已获2026年生产配额，但现全 ..
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