节点：上游（原材料/资源端）位置：上游情绪：利空参考度：7/10
印尼能源和矿产资源部（ESDM）已在2026年工作计划和预算（RKAB）中批准镍矿总产量约1.5亿吨。ESDM局长特里·维纳诺指出，煤炭与镍的RKAB审批程序仍在推进中，预计近期可全面完成。同时，印尼能源和矿产资源部长巴赫利尔·拉哈达利亚确认，2026年RKAB框架下的煤炭生产政策暂无变化。
鉴于大宗商品价格持续上涨，政府正通过精心...
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