节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
伦敦金属交易所（LME）镍价回升至每吨18000美元，本月初大幅下跌后为不锈钢行业带来喘息空间。此次反弹助力稳定国内市场情绪，304冷轧卷及废钢价格维持坚挺。
未来价格走势取决于印尼是否履行2026年镍矿产量限制在2.5亿至2.6亿吨的承诺。受电...
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