【华西有色】能源金属周报:宁德时代宜春锂矿进度不确定性仍存,短期锂价或偏强震荡运行

华西研究
Dec 24, 2025

“华西研究”小程序全面升级!专业研值,一镜到底!华西有色金属投资建议本周沪镍价格环比上涨。据印尼镍矿商协会(APNI)表示,政府在2026年工作计划和预算(RKAB)中提出的镍矿石产量目标约为2.5亿吨,较2025年RKAB设定的3.79亿吨大幅下降。此外APNI还表示印尼能矿部 (ESDM) 计划将 钴 (Co) 与 铁 (Fe) 等伴生矿列为独立商品并征收 1.5%-2% 的特许权税,预计每年...

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