节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
2026年1月印度不锈钢半成品进口量环比增长11%至56004吨，12月为49747吨，几乎全因板坯进口驱动。板坯占55104吨，超总进口量98%，凸显印度对板坯轧制的结构性偏好远超方坯采购。
印尼板坯支撑增长
印尼当月供应全部板坯，巩固其作为印度主要半成品供应商的地位。该贸易流向反映印尼整合的上游经济：依托自有镍和镍生铁（NPI）资源，加上大型炼钢厂，持续具备转换成本优势。对印度扁平材生产商而言，在镍价坚挺及合金附加费高企背景下，进口板坯仍具商业可行性。钢厂未增加面临铁合金价格波动和电力成本的国内冶炼产能，而是选择采购进口原料，以优化轧制利润率和...
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