节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:4/10


印尼镍冶炼企业吁暂缓镍下游产品出口税 应对成本压力

雅加达消息——印尼镍冶炼企业近期向政府提出请求,呼吁暂缓并评估镍下游产品(含镍铁NPI)出口税征收计划,认为该政策存在压制行业盈利表现的风险。当前行业已面临多重压力:生产成本上行、全球能源价格暴涨,叠加对硫磺等进口原料的高度依赖,经营承压明显。

印尼镍工业论坛(FINI)总主席阿里夫·佩尔达纳·库苏马指出,原油与煤炭价格飙升显著推高冶炼厂运营成本,其中高压酸浸(HPAL)冶炼厂因依赖进口硫磺,成本压力尤为突出。数据显示,硫磺成本在HPAL冶炼厂运营成本中的占比已从此前约25%升至30%-35%,物流中断进一步加剧交货延迟与成本上涨——印尼硫磺供应多来自中东,全球供应链扰动放大了风险。

面对上述压力,企业向..物基准价(HPM)上调计划;四是重审下游产品出口税政策,确保与国家下游化战略协同;五是保障能源及工业配套原料(燃油、煤炭、硫磺等)供应稳定,维护供应链安全。

The complete content requires login

You can view the full content after logging in. If you don't have an account, please register first.

Log in to view the full text

This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
[ai_simple_sources]