节点：上游（原材料/资源端）位置：上游情绪：利好参考度：6/10
印尼煤价波动核心驱动：RKAB审批不确定性
近期印尼煤炭市场主导亚洲煤价波动，核心矛盾源于年度矿业计划（RKAB）审批的不确定性。矿企因审批未明朗，产量与出口策略趋于谨慎——部分暂缓出货，部分上调报价，现货供应趋紧，亚洲买家可获货源缩减。贸易商反馈，中高发热量煤现货报价受限，部分卖方未明确审批前暂不报价，导致贸易流转放缓、现货市场流动性收缩。
各品位煤价全线上扬
供应紧张驱动印尼煤价全线上扬。低热值3400kcal/kg GAR煤FOB价约33美元/吨，3800kcal/kg GAR约41美元/吨；中热值4200kcal/kg GAR煤涨至50-51美元/吨FOB，反映价格敏感型市场需求强劲；高热值5000kcal/kg GAR煤逼近67美元/吨FOB，优质5800kcal/kg GAR煤升至约84美元/吨FOB。
印度进口市场价格显著走高
进口端，印度港口印尼煤价环比显著走高。数据显示，坎德拉港5000GAR煤价环比涨600印度卢比/吨至8300印度卢比/吨，维沙卡帕特南港达8200印度卢比...
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