
节点:下游(终端消费/应用)位置:下游情绪:利空参考度:9/10
印尼矿业服务协会(Aspindo)近日指出,若2026年工作与支出预算草案(RKAB)对煤炭生产实施削减,矿业服务行业或将面临员工裁员(PHK)风险。协会主席班邦·查乔诺(Bambang Tjahjono)表示,今年矿业服务行业的业绩表现将高度依赖印尼政府通过能源与矿产资源部(ESDM部)确定的RKAB规模。
班邦强调,印尼85%-90%的煤炭开采由承包商承担,作为产业链前端主体,若煤炭生产削减落地,承包商将首当其冲受冲击。他在2026年2月24日于雅加达举办的印尼矿业协会(APBI)活动中指出,煤炭生产削减将导致矿业设备出现“闲置”状态——即重型机械或运营车辆虽处于开机状态,但在一定时期内无生产性作业活动。
设备闲置将直接影响承包商现金流,班邦补充道。从人力资源角度,他坦言若矿业设备长期停运,裁员风险将显著上升:“短期可能先实施无薪休假,长期则必然涉及裁员,这也是协...钢铁冶炼的炼焦煤是否均纳入削减范围。
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