节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
印尼作为全球核心煤炭出口国，其能源与矿产资源部（ESDM）已明确通过调控2026年产量以应对国际煤价下行压力。据印尼矿产与煤炭总局局长在议会的表述，初步测算显示2026年煤炭产量将控制在7亿吨以内，拟实施限产措施以遏制煤价破位下行风险。2023年印尼煤炭产量曾触及8.36亿吨的历史峰值，2025年产量呈下...
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