分析师称美印尼协议威胁中国在镍市场的"稳固地位"
China will accelerate investment in alternative nickel supply sources and strengthen its role across the metal’s wider supply chain, analysts said, after the United States finalised a deal with Indonesia on Thursday that will give America unrestricted access to the country’s industrial commodities.
While the US Supreme Court’s tariff ruling last week could add some uncertainty to US-Indonesia trade, the agreement has the potential to reshape the global supply chain for nickel – a metal used to...
⚠️ 风险分析 中
摘要：美印尼达成协议，可能削弱中国在全球镍供应链中的主导地位。
影响：美国获得印尼工业品无限制准入，可能分流中国镍资源，冲击中国在新能源电池等关键产业的供应链安全与定价权。
建议：中国企业应加速投资替代镍供应源，并加强在镍全产业链的布局与控制力以对冲风险。
「素履以往」
Not the sharpest mind, but the steadiest hand.
Not the sharpest mind, but the steadiest hand.