节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
印尼财政部近日解释了为何自2018年以来煤炭国内市场义务（DMO）价格未作上调。财政部高级政策分析师罗伯特表示，DMO价格锁定在每吨70美元，旨在控制能源补贴预算避免膨胀。具体而言，若DMO价格采用市场价，民众用电成本可能大幅上升，最终导致电力补贴资金增加。
财政部2024年的模拟测算显示，若采用市场价或跟随全球煤炭价格波动，印尼电力补贴预算每年可能增加22万亿印尼盾。2024年全年煤炭参考均价（HBA）约为每吨121.5美元，若取消DMO价格管制，为维持民众电价稳定，政府需额外增加22万亿印尼盾的补偿补贴。
罗伯特在雅加达中心举行的IESR讨论会上强调，采用国内煤炭定价（DPO）的DMO机制对保障国家收支预算（APBN）至关重要，这关系到APBN的可持续性。2024...
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