节点：上游（原材料/资源端）位置：上游情绪：利空参考度：7/10
印尼能源与矿产资源部（ESDM）明确提出，2026年度工作计划和预算（RKAB）将作为核心战略工具，推动矿产产量与国内工业需求实现同步匹配，其中镍产量目标设定为2.9亿吨左右，旨在精准对接国内冶炼厂产能。
印尼能源与矿产资源部副部长Yuliot Tanjung及部长Bahlil Lahadalia均强调，针对镍、煤炭等矿产的产量配额调ƕ..
尽管印尼镍矿商协会（APNI）对产量可能降至2.5亿吨表示担忧，但印尼能源与矿产资源部明确，相关具体数据仍处于整合阶段，其核心诉求在于保障印尼下游产业在无需严重依赖进口的前提下，维持稳定盈利水平。
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.
