节点：上游（原材料/资源端）位置：上游情绪：利好参考度：4/10
印尼镍矿商协会（APNI）指出，2026年工作计划与预算（RKAB）修订案预计7月获批准，修订后今年镍产量配额或最多提升30%。APNI秘书长梅迪·卡特琳·伦基于3月2日接受采访时透露，该修订源于协会与印尼能源矿产资源部矿产和煤炭总局局长的详细讨论，镍预算最大获批修订幅度约25...
梅迪进一步说明，印尼镍冶炼厂年需求量约4亿吨，结合原预算减少2.7亿吨、菲律宾进口2300万吨的情况，修订后预算增加30%可满足国内镍矿石需求；其认为25%-30%的修订幅度较为平衡，此前原需求4亿吨需扣除2.5亿吨原预算及2300万吨进口量后，再通过修订预算增量覆盖缺口。
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