以下为根据中国海关总署官网数据整理的2025年8月镍矿砂及其精矿进口分项数据一览表： | argui | 2025年8月(吨) | 环比 | 同比 | | --- | --- | --- | --- | | 菲律宾 | 5.944.048.49 | 27.09% | 25.75% | | 新喀里多尼亚 | 165,661.89 | 17.76% | -- | | 科特迪瓦 | 74.211.14 | -6.30% | -21.10% | | 所罗门群岛 | 74,128.88 | -- | -- | | 危地马拉 | 49.723.96 | -24.70% | 399.07% | | E | 10.945.86 | -- | -- | | 澳大利亚 | 10,386.35 | -6.67% | 188.22% | | 赞比亚 | 9.668.64 | -- | -60.19% | | 俄罗斯 | 4.589.08 | -66.73% | -72.64% | | 坦桑尼亚 | 2,939.75 | 32.68% | 150.74% | | 加拿大 | 369.89 | -- | -- | | 吕来西亚 | 17 ...

海关统计数据在线查询平台公布的数据显示，中国2025年7月镍矿砂及其精矿进口量为5,005,763.89吨， 环比增长15.44%，同比增加45.29%。 菲律宾是第一大供应国，当月从菲律宾进口镍矿砂及其精矿4,682,115.993吨，环比增加15.78%，同比上 升44.88%。 新喀里多尼亚是第二大供应国，当月从新喀里多尼亚进口镍矿砂及其精矿140,674.665吨，环比增长 205.54%。 以下为根据中国海关总署官网数据整理的2025年7月镍矿砂及其精矿进口分项数据一览表： | 原产曲 | 2025年7月(吨) | 环比 | 同比 | | --- | --- | --- | --- | | 菲律宾 | 4.682.115.99 | 15.78% | 44.88% | | 新喀里多尼亚 | 140.674.67 | 205.54% | -- | | 科特迪瓦 | 79.197.40 | -30.40% | 101.66% | | 危地马拉 | 66.031.51 | 8.15% | 19.24% | | 俄罗斯 | 13.791.63 | 201.28% | -38.47% | | 澳大利亚 | 11 ...

Core Insights - The Indonesian Nickel Smelters Association has urged the government to delay the upcoming increase in royalties until the LME nickel price reaches $17,000 per ton [2] - LME nickel prices have dropped over 2% since early April, currently around $15,500 per ton, with the last time prices hit $17,000 being in mid-October 2024 due to mining quota approval delays [2] - Increased LME nickel inventories are exerting downward pressure on prices [3] Exports - Nickel ore exports from the Philippines increased by 21% year-on-year from January to February 2025 [4] - The rainy season in southern Philippines has ended, leading to expected increases in medium-grade nickel ore shipments from the Surigao mine [5] Imports - In March, China imported 1,535,232.97 tons of nickel ore and concentrates, a month-on-month increase of 34.54% but a year-on-year decrease of 2.06% [6] - The Philippines remains the largest supplier, with March imports of nickel ore and concentrates at 1,205,652.098 tons, a month-on-month increase of 63.95% but a year-on-year decrease of 0.51% [6] - China's nickel pig iron imports in March reached 1,013,259.492 tons, a month-on-month increase of 11.55% and a year-on-year increase of 60.58% [6] - Indonesia is the largest supplier of nickel pig iron, with March imports at 989,055.225 tons, a month-on-month increase of 10.58% and a year-on-year increase of 60.70% [6] Consumption - Global nickel consumption increased by 11% year-on-year in February [7] Production - A major nickel mine operated by GEM in Sulawesi, Indonesia, has halted production and is under review due to safety concerns following a landslide [9] - The mine has advanced smelting facilities with an annual nickel production capacity of 150,000 tons, capable of producing 50,000 tons of high-nickel precursor materials [9] - Indonesia's nickel production surged last year, leading to the closure of several large mines in other regions, including Glencore's Koniambo mine in New Caledonia, which saw a 48% decline in production in 2024 and a continued 50% decline in early 2025 due to ongoing unrest [9] Industry Dynamics - The manufacturing PMI in China for March was reported at 50.5%, reflecting a 0.3 percentage point increase from the previous month, indicating a continued recovery in manufacturing activity [8] - LG Energy Solution has exited an $8.45 billion electric vehicle battery project in Indonesia, shifting focus to a joint venture with Hyundai, highlighting the dynamic changes in the global battery market amid demand uncertainty and tightening profits [8]