外媒报道称，中美局势紧张之际，中方已将10万吨镍矿收入国库

Core Viewpoint - China has strategically increased its nickel reserves in response to geopolitical tensions and market conditions, particularly in light of the U.S.-China trade war initiated by Trump, which has led to a significant drop in nickel prices due to increased production from Indonesia [1][3]. Group 1: Nickel Procurement Strategy - Since December of the previous year, China has purchased up to 100,000 tons of nickel, with 77,000 tons acquired in the first five months of this year, indicating a potential doubling of reserves by 2025 [1][3]. - The price of nickel has fallen by 40% due to increased production from Indonesia, allowing China to capitalize on this opportunity to stockpile nickel at historically low prices [3]. Group 2: Importance of Nickel - Nickel is a critical alloying element in stainless steel, and China, being the largest stainless steel producer globally, requires substantial nickel reserves [5]. - The growing application of nickel in the electric vehicle industry, particularly in battery production, underscores the necessity for China to secure its nickel supply amid the booming demand for electric vehicles [7]. - Nickel-based alloys are also essential for national defense materials, including components for aircraft engines and rockets, further emphasizing the strategic importance of nickel reserves [7]. Group 3: Timing and Geopolitical Considerations - The timing of China's nickel procurement aligns with the geopolitical landscape, as actions were taken shortly after Trump's election, anticipating potential trade conflicts and supply chain disruptions [9]. - The increasing tensions in the Taiwan Strait and the likelihood of U.S. actions against China in critical mineral sectors necessitate proactive measures to ensure resource security [9].