节点：上游（原材料/资源端）位置：上游情绪：中性参考度：2/10
印尼能源和矿产资源部（ESDM）确认，今年工作计划和预算（RKAB）设定的镍矿生产配额约2.6亿吨，而国内冶炼厂总需求达3.1亿吨，两者存在供应缺口。矿产和煤炭总局局长Tri Winarno指出，该缺口或通过从菲律宾进口弥补，年进口量约1500万-2000万吨，需办理进口许可证，且此类进..
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