节点：上游（原材料/资源端）位置：上游情绪：利空参考度：4/10
印尼能源与矿产资源部下调镍矿石生产配额背景下，淡水河谷印尼公司表示其南苏拉威西省索罗瓦科冶炼厂镍供应充足，生产运行未受影响。公司董事兼首席可持续发展与企业事务官布迪亚万夏1月15日称，索罗瓦科冶炼基地生产活动按既定计划推进，镍锍产量未出现削减。政府此次调整聚焦镍矿石开采与生产环节，旨在使供应更好匹配市场需求，不涉及下游冶炼环节。索罗瓦科冶炼厂运行保持100%保障水平，镍锍产量符合既定规划，原料供应充分前提下，冶炼业务将按年度目标稳定推进。
布迪亚万夏提及，未来若有需要，生产配额存在阶段性评估、修订及重新申Ɗ..
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