节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
印尼镍生铁（NPI）生产已在短暂中断后重启，此前矿物流放缓导致工厂活动受限。Navigate Commodities的卫星数据证实，该国主要加工中心的运营已恢复，这使得不锈钢废钢市场的替代需求相应减少。
印尼镍生铁生产在2月末至3月初出现大幅放缓，卫星监测显示全国镍矿运输量骤降。Navigate Commodities董事总经理阿提拉·维德尔指出，2月15日至3月3日期间，矿物流下降超67%，受影响的设施包括印尼莫罗瓦利工业园内的多个项目。某中国运营商关联的加工设施附近发生滑坡，是引发部分中断的直接原因，但影响扩散至多地，导致印尼多家冶炼厂物流受阻。
重启进程推进迅速，3月4日镍矿船运恢复，随后几日出货量大幅增长。当前印尼镍生铁生产已显现强劲复苏信号，卫星追踪数据显示，镍矿船运较上周低点反弹近72%。这一复苏恢复了印尼莫罗瓦利工业园及全...
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