节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:8/10
印尼淡水河谷公司(PT Vale Indonesia Tbk)证实,尽管印尼政府计划将全国镍矿产量目标下调至2.5亿吨,公司提交的2026年度工作计划与预算(RKAB)中的镍产量计划仍不会出现下滑。
印尼淡水河谷总裁总监贝尔纳多斯・伊尔曼托表示,目前公司旗下多个冶炼厂项目仍处于建设阶段,其中部分项目计划在近期内竣工。为此,公司仍将按照原定计划..确保为上述冶炼加工设施提供稳定的原材料供应。
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印尼全国镍矿产量目标下调至2.5亿吨,淡水河谷虽称2026产量稳定却未披露具体数值,这是否会影响其在建冶炼厂的原料供应保障?