节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10
Danantara正洽谈收购法国Eramet持有的印尼镍矿企业PT Weda Bay Nickel全部或部分38.7%股权，目前谈判处于早期阶段。作为交易环节，Danantara或参与Eramet今年拟推进的5亿欧元增资计划，双方暂未就相关消息置评。
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