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尼削减镍矿配额预期,1月8日,印尼能矿部部长在发布会中说26年镍矿配额会根据行业需求调整,但未透露明确数量,持续关注印尼消息扰动。硫酸镍方面,近期情绪面带动镍系产品价格上涨,但是下游三元厂家采购意愿不足情况下硫酸镍成交氛围一般。供需方面,精炼镍处于弱现实强预期状态,现货市场成交氛围冷清,海内外库存明显积累。综合而言,镍实质基本面仍偏弱,短期价格逻辑聚焦印尼镍矿政策预期炒作及资金行为,目前镍矿配额数

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