长城证券：成本提升与配额宽松预期并存镍价短期维持区间震荡

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智通财经APP获悉，长城证券发布研报称，印尼能源与矿产部长此前表示，对于煤炭和镍出口征收暴利税的计划仍在讨论中，原定于4月1日开始征收，将推迟落地时间。随着冲突持续，后续需持续关注暴利税进展。镍在长期过剩与短期供应链脆弱之间反复博弈，印尼不断通过RKAB对镍矿石供应进行动态调整，同时印尼矿品位逐年下滑也使得镍价具备价格支撑逻辑。总体看，镍价下行空间有限，短期或以区间震荡为主。长城证券主要观点如下：...

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长城证券：成本提升与配额宽松预期并存 镍价短期维持区间震荡

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长城证券：成本提升与配额宽松预期并存镍价短期维持区间震荡