节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
印尼私营电力生产商协会（APLSI）提醒政府应优先保障蒸汽发电厂（PLTU）的煤炭供应。当前PLTU的煤炭库存已趋紧张，APLSI数据显示，电厂煤炭平均运营天数（HOP）仅10天，远低于25天的理想水平。
PLTU煤炭库存不足，与2026年煤炭矿山工作和预算计划（RKAB）未获政府批准直接相关，且政府今年计划削减煤炭产量。APLSI监事约瑟夫·潘加莉拉指出，电厂煤炭危机自2025年起已显现，核心原因是电厂国内市场义务（DMO）煤炭价格偏低，2018年以来未上调。
“电厂DMO煤价仅70美元/吨（6322大卡/千克GAR），而水泥厂DMO煤价90美元/吨，冶炼厂则按市场价结算，因此电厂在供应商处优先级最低。”约瑟夫2026年2月26日对媒体表示。他...
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