节点：上游（原材料/资源端）位置：上游情绪：利空参考度：9/10
印尼矿业协会（API-IMA）呼吁政府重新审视2026年煤炭及镍产量配额政策，此前政府已决定下调两国别产量目标。2026年煤炭配额设定约6亿吨，较2025年实际产量7.9亿吨减少1.9亿吨；镍矿产量限制从2025年工作计划和预算（RKAB）的3.79亿吨降至2.6-2.7亿吨。
IMA执行董事萨里·埃萨扬蒂指出，配额大幅削减将影响企业长期规划，包括投资决策、运营管理及销售承诺，相关规划均已充分考量全球市场动态；同时需关注就业、区域收入等社会经济影响。煤炭配额限制或引发出口市场供应缺口，中国因具备提...
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