节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
印尼投资局首席执行官近日披露，中印经济合作正从传统资源禀赋互补向更高阶的产业链整合演进，合作范畴已从主权财富基金合作逐步拓展至电动汽车电池、医疗健康、稀土及先进材料等核心战略领域。以中印合资产电池组件工厂为例，该项目规模已扩容四倍，既彰显市场需求韧性，亦印证双方深度合作的实践成效。
他还指出，完整的动力电池产业链构建，既需宁德时代等龙头企业引领，亦离不开正负极材料、隔膜等关键配套材料的协同生ĺ..
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