节点：下游（终端消费/应用）位置：下游情绪：利空参考度：3/10
印度内阁近日批准煤炭库存过剩的燃煤发电企业开展煤炭出口业务，该举措将为印度煤炭出口市场的进一步扩容奠定基础。根据新出台的政策规定，持有煤炭配额的发电企业最高可出口其配额总量的50%，同时允许集团内部企业间灵活调配煤炭资源。此外，通过商业竞拍获取的煤炭资源可扩大至全工业领域使用，此前该类煤炭资源仅限水泥、钢铁等特定制造行业..
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