节点：下游（终端消费/应用）位置：下游情绪：利空参考度：3/10
印度内阁于12日批准煤炭库存过剩的燃煤电厂开展煤炭出口业务，这一政策举措为印度煤炭出口的进一步扩容奠定了重要基础。根据此次出台的新规，持有煤炭配额的电厂最高可出口其配额总量的50%，同时配额可在集团内部企业间灵活调剂使用，提升了资源配置效率。
同日，印度内阁还明确通过商业竞拍获取的煤炭资源将被允许广泛应用于各类工业场景，此前该类煤炭资源仅限水泥、钢铁等特定制造行业使用，这一调整将进一步释放煤炭资源的应ǔ..
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