印尼政府拟将2026年镍矿开采配额从2025年的3.64亿吨骤降至2.5-2.6亿吨，降幅高达30%以上，远超市场预期，导致镍价大涨，实际上，镍在2025年是错过了有色的牛市的，不过湿法冶炼（HPAL）因钴副产品抵扣成本，还有的赚，但火法冶炼（RKEF）受镍矿涨价和镍铁价格低迷影响，相关企业多数处于盈亏边缘。镍是一种重要的有色金属，广泛用于不锈钢、三元电池、合金等领域，全球供给集中度高，印尼是全球...
Source Link印尼政府拟将2026年镍矿开采配额从2025年的3.64亿吨骤降至2.5-2.6亿吨，降幅高达30%以上，远超市场预期，导致镍价大涨，实际上，镍在2025年是错过了有色的牛市的，不过湿法冶炼（HPAL）因钴副产品抵扣成本，还有的赚，但火法冶炼（RKEF）受镍矿涨价和镍铁价格低迷影响，相关企业多数处于盈亏边缘。镍是一种重要的有色金属，广泛用于不锈钢、三元电池、合金等领域，全球供给集中度高，印尼是全球...
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