节点：上游（原材料/资源端）位置：上游情绪：利空参考度：7/10


印尼政府投资管理机ĉ00;Danantara在探索镍下游领域投资机会，考虑收购中苏拉威西省北莫罗瓦里的GNI冶炼厂。GNI是中国江苏德龙镍业公司子公司，如今面临严重财务压力。

从2024年初开始，GNI 20条镍铁（NPI）生产线中，超过15条已停产，运营活动大幅萎缩，原本年产190万吨不锈钢关键原料的产能，有全面...

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