节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
印尼一家中资镍厂尾矿区上月发生致命滑坡后，当地四家中资镍厂已暂时停产，这一迹象表明企业正被迫应对该行业更严格的官方监管。
据知情人士透露，中国格林美股份有限公司（GEM）在印尼苏拉威西岛大型镍生产枢纽莫罗瓦利工业园运营的四家高压酸浸（HPAL）工厂，已在尾矿库修复期间暂停生产。此次停产影响的设施合计占印尼HPAL产能的30%。
事故发生的PT QMB新能源材料公司的停产可能持续长达三个月，知情人士因涉及隐私要求匿名。QMB工厂是四家工厂中规模最大的，格林美与中国生产商青山控股集团有限公司同为主要股东。印尼政府已威胁吊销QMB的环境许可证，此次事故造成一名工人死ĺ..
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