节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
印尼能源和矿产资源部（ESDM）计划将钴、铁等镍相关矿产纳入矿产基准价格（HPM）计算体系，此举旨在明确伴生矿产经济价值并提升基准价格水平。印尼镍矿商协会（APNI）已启动钴、铁矿产估值工作，相关内容将纳入HPM考量以推高基准价格。
ESDM正审查HPM确定公式变更，目标2026年4月落地实施，当前研究已接近完成。此次调整聚焦定价公式优化而非定..
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