节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
印尼依托镍矿资源禀赋，正构建亚洲规模领先的电动汽车电池一体化生态体系。该项目以印尼电池公司（IBC）为核心，联合中国企业宁波容百盟固利共同推进，上下游全产业链项目总投资达59亿美元（约合96.04万亿盾），通过设立六家合资公司，覆盖镍矿开采、冶炼、电池材料生产、电芯制造及电池回收全流程。上游端由印尼安塔姆公司与中企合作设立三家合资企业，镍矿开采项目已于2023年启动投产；两座镍冶炼厂分别计划于2027年及2028年投产。下游端由IBC与中企合办三家合资企业，正极材料项目、电池回收项目分别计划2028年、2031年投产；位于卡拉旺ǚ..
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