节点：上游（原材料/资源端）位置：上游情绪：利好参考度：4/10
印尼能源和矿产资源部（ESDM）计划将钴、铁等镍伴生矿产纳入矿产基准价格（HPM）计算体系。ESDM矿产和煤炭总局局长特里·维纳诺指出，此举旨在明确伴生矿产经济价值，提升基准价格参考性。印尼镍矿商协会（APNI）提及的钴、铁估值工作正推进，最终将推动HPM上调。
ESDM正在审查HPM确定公式的调整方案，目标2026年4月落地。特里·维纳诺表示相关研究接近完成，本月有Ɯ..
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