节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10
印尼能源和矿产资源部（ESDM）预估2026年镍矿产量约2.09亿吨，低于当年工作计划和预算（RKAB）设定的2.6亿至2.7亿吨目标。该部矿产和煤炭总局局长秘书Siti Sumilah Rita Susilawati在演示材料中披露，削减镍矿产量旨在增加资源储量、稳定全...
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