节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
印尼矿业服务协会（Aspindo）就政府2026年工作计划与预算（RKAB）拟削减煤炭生产配额可能引发解雇潮（PHK）发出预警。Aspindo执行董事班邦·查赫约诺指出，印尼约85%-90%的煤矿由承包商承担，矿业服务企业系国家煤炭矿山运营先锋力量，配额大幅削减将直接冲击相关企业，涵盖采矿承包商、设备及配套服务供应商等，压缩产量政策将对产业生态系统产生连锁影响。
最初影响或表现为闲置重型机械增多，因多数设备通过融资或租赁获得，即使不运作仍需支..
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