节点：中游（冶炼、中间品）情绪：利空参考度：9/10
镍矿商PT Vale Indonesia Tbk周五表示，由于年度生产计划审批延迟，该公司暂停了在东南亚最大经济体的采矿活动。
资源丰富的印尼所有矿商均需提交年度生产计划（RKAB）供官方批准，政府会为该行业设定产量配额。作为全球最大镍生产国，印尼产量配额可能下调的预期去年底推动镍价飙升。Vale称，未获得RKAB批准就无法开展采矿作业。
印尼计划减产致镍价触及九个月高位。该公司在一份证券交易所文件中补充道：“公司认为此...整体运营可持续性，并预计2026年RKAB批准将在近期发放。”
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