节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
2月3日消息，高盛（Goldman Sachs）与麦格理（Macquarie）同步上调2026年镍价平均预期，核心原因是印尼镍矿供应受限。高盛将2026年镍价平均预期从14800美元/吨上调至17200美元/吨，核心依据为印尼镍矿供应量将降至2.6亿吨（湿吨）。 印尼作为全球最大电池金属镍生产国，已明确2025年镍矿年度开采许可量为3.79亿吨（湿吨），2026年..
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