镍在近代工业中绝大部分用来生产不锈钢,在合金(如镍钢、镍银)、电池和电镀方面也广泛地涉及。不锈钢为镍的主要需求领域,新能源汽车行业有望拉动电池消费占比提升。由于近年来新能源汽车行业的兴起将拉动电池对镍的需求,电池消费占比有望提升,充当用镍的主要增量,预计未来用镍缺口将不断扩大。有色金属·镍产业链各环节拆解上游:原料供应镍矿开采:主要来源为硫化镍矿(镍含量高,冶炼成本高)和红土镍矿(储量大,占全球...
Source Link镍在近代工业中绝大部分用来生产不锈钢,在合金(如镍钢、镍银)、电池和电镀方面也广泛地涉及。不锈钢为镍的主要需求领域,新能源汽车行业有望拉动电池消费占比提升。由于近年来新能源汽车行业的兴起将拉动电池对镍的需求,电池消费占比有望提升,充当用镍的主要增量,预计未来用镍缺口将不断扩大。有色金属·镍产业链各环节拆解上游:原料供应镍矿开采:主要来源为硫化镍矿(镍含量高,冶炼成本高)和红土镍矿(储量大,占全球...
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