节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10
印尼能源与矿产资源部近期披露2026年矿产及煤炭（minerba）产量目标削减计划，核心动因系大宗商品价格阶段性下行，需通过供需调控机制稳定市场秩序并提振产品价格。该削减计划及预算配额调整政策将覆盖镍、煤炭等主要品类，相关部门认为，通过国家层面干预供需关系，可有效避免供应过剩引发的价格持续承压。
从市场表现看，当前煤炭价格呈现普跌态势，政策调整旨在推动企业获取合理盈利，同时保障国家..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
