【华西有色】能源金属周报:钨价持续创历史新高,后续仍看好关键金属全面行情

华西研究
Mar 11

“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下跌。整体看,印尼镍市场对政府公布的2026年RKAB(工作计划和预算)生产配额限制做出了反应。该配额设定在约2.6亿至2.7亿吨之间,这一消息给行业带来了冲击,引发了在产冶炼厂及拟建项目的广泛担忧。镍矿供给紧张预期对后市镍矿价格或形成底部支撑。受益标的:【格林美】、华越公司年产6万吨镍金属量的湿法项目已建成并持续...

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