节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10
印尼政府大幅下调全球最大镍矿PT Weda Bay Nickel今年生产配额至1200万吨，较2025年4200万吨目标缩减超七成。此举引发供应收紧预期，推动伦敦金属交易所（LME）镍价连续四日上涨，交易时段逼近每吨1.8万美元。
该矿位于北马鲁古省，由青山控股、埃赫曼集团（Eramet）及印尼国营矿业公司...Antam）合资持有。减产或影响其6000万吨扩产计划，并波及周边工业园区原材料供应。
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