节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
政府推出限制措施，旨在配合2026年年度工作计划与预算（RKAB）调整计划。该计划制定充分考量全球市场价格波动，包含对部分大宗商品实施减产的可能性。
印尼镍矿商协会（APNI）指出，RKAB调整政策推行需秉持谨慎态度，以防在全球镍价走势多变的形势下，对国内镍矿开采商及冶炼厂财务业绩造成压力。 佐科认为，RKAB配额限制计划将直接影响镍矿开采商与冶炼厂的运营及财务表现。根据现..
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