节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
印尼矿业服务协会（Aspindo）执行董事班邦·贾赫约诺在“2026年印尼矿业展望”活动中指出，含镍矿在内的采矿业持续面临商品价格波动、政府政策等多重挑战。目前，大型矿业承包商虽已采用车队管理系统等技术提升运营效率，但数百万美元的技术投资尚未完全实现运营成本压降。
班邦进一步指出，重型设备税定价未充分反映市场价格，政府通常每年仅下调约10%...
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