节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
在印尼，华越、华飞两大镍钴湿法冶炼项目表现出色。它们合计年产能达到18万吨，并且现在都已经稳定生产，甚至产量还超出预期。
另外，有个KNI湿法项目即将落地，这个项目规划的是年产12万吨金属镍。...
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华越与华飞已稳产超产，KNI 项目 2026 年投产，届时真能如预期增强华友市场竞争力？