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国际镍价暴跌40%的当口,中国出手抄底10万吨高纯度镍!
Sou Hu Cai Jing·2025-07-14 23:47

Group 1 - The core viewpoint highlights China's strategic move to purchase 100,000 tons of high-purity nickel amidst a 40% drop in international nickel prices, aiming to bolster its military industrial capacity for the next three years [1][4] - The collaboration between China and Russia is seen as a counteraction against Western technology blockades, with China leveraging strategic reserves and alliances to break through these barriers [1][2] - China's military industrial sector has significantly advanced, with the development of indigenous technologies such as the WS-15 engine for the J-20B fighter jet, showcasing a departure from reliance on Russian technology [2][6] Group 2 - The acquisition of nickel is part of a broader strategy to secure essential resources, as 67% of global nickel mines are located in Indonesia, and potential supply disruptions could arise from geopolitical tensions [4][6] - The integration of civilian and military production capabilities allows for rapid adaptation of manufacturing lines, enabling companies to switch from consumer goods to military hardware efficiently [7] - China's military production capacity has surpassed that of the U.S., with an annual output of 240 fighter jets, indicating a significant shift in the global military manufacturing landscape [7]