节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：6/10
印尼能源和矿产资源部（ESDM）已批准2026年工作计划与预算（RKAB）项下的煤炭生产许可证，总量近4亿吨。印尼ESDM矿产与煤炭总局局长Tri Winarno证实，政府正全力推进企业RKAB申请的审批工作，2026年RKAB的煤炭产量目标设定为约6亿吨。
Tri指出，镍资源的RKAB审批流程同步推进，截至当前，政府今年已批准超1亿吨镍生产的RKAB申请。针对RKAB签发流程耗时的投诉，ESDM回应称，新数字化提交系统的应用存在适应挑战，需一定时间确保企业业务数据与部门验证系统匹配。
生产调整计划：ESDM此前在2026年RKAB中曾计划削减今年煤炭与镍产 ..
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