镍价狂飙两周暴涨逾20%，涨幅创近三年最高

Core Viewpoint - Recent surge in nickel prices has attracted market attention, with prices increasing over 20% in the last two weeks, marking a significant market shift [1] Group 1: Price Movements - Nickel prices began to rise significantly from mid-December 2025, with a notable increase of over 10% on January 7, 2026, reaching a peak of over 18,000 USD per ton on the London market [1] - The Shanghai nickel futures contract hit a limit-up increase of 8%, closing at 147,720 CNY per ton [1] - As of January 9, 2026, the Shanghai nickel 2602 contract recorded a price of 139,090 CNY per ton, reflecting an increase of nearly 24,000 CNY per ton from the December 2025 low [1] Group 2: Market Dynamics - Indonesia currently controls nearly 70% of global nickel production, which is crucial for pricing power in the commodity market [1] - Indonesia's Minister of Energy and Mineral Resources announced plans to reduce production in 2026 to better align supply and demand, directly impacting nickel pricing dynamics [1]