节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
1月19日，淡水河谷印尼总经理伯纳杜斯·伊尔曼托在雅加达国会第十二委员会（能源与矿产资源委员会）听证会后表示，公司已向国会申请支持修订工作计划与预算法案（RKAB）以提高采矿配额，确保在建高压酸浸（HPAL）镍加工项目获得稳定充足的矿石供应。当前公司获批采矿额度仅为申报总量的30%，相关规模与下游项目实际需求存在差距，可能影响镍矿供应承诺履行及印尼电动汽车电池原材料保障。
淡水河谷印尼推进的三个HPAL项目中，波马拉项目由公司与华友钴业、福特汽车联合开发，计划2026年8月实现机械竣工，设计年产能120千吨，需稳定供应约2100万吨褐ɓ..
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