节点:上游(原材料/资源端)位置:上游情绪:利空参考度:6/10


印尼矿业服务协会(Aspindo)披露,2026年工作计划与成本预算(RKAB)中矿产及煤炭(minerba)生产目标的削减,将对矿业服务行业构成严重威胁。Aspindo执行董事Bambang Tjahjono表示,政府的这一计划将直接影响矿业服务行业,而非仅针对采矿企业。

原因在于,采矿活动(尤其是煤炭开采)因生产目标削减可能收缩。他指出,矿产商品产量削减可能导致部分矿业服务承包商的重型设备闲置或无法运转,甚至引发员工解雇。因此,Bambang透露已向能源与矿产资源部(ESDM)矿业服务总局提交正式函件,要求就产量削减及其对矿业服务行业的影响进行听证。

“产量削减的消息尚未正式公布,仅通过MinerbaOne应用程序传达,但Aspindo已就相关影响提交正式函件,因85%以上的煤炭开采业务由Aspindo成员承包商承接。”他在2026年2月9日(周一)接受采访时表示,“承包商被迫停放设备、解雇员工,若产量削减属实,这是合乎逻辑的结果。”

煤炭行业承压方面,Bambang称,煤炭产量下降在RKAB 2026削减计划提出前已出现,因煤炭商品价格表现不佳。多家煤炭开采企业调整运营策略,通过降低剥离比(减少表土覆盖层剥离活动)以控制成本,导致表土剥离量减少,部分重型设备(尤其是承包商设备)被迫闲置或停工,..

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