节点：上游（原材料/资源端）位置：上游情绪：利好参考度：4/10
据印度教徒报报道，在西亚地缘局势趋紧、上游输入成本刚性攀升的背景下，印度国有煤炭龙头企业印度煤炭公司（Coal India）明确，已通过自身成本结构优化主动对冲硝酸铵及柴油价格大幅上涨的冲击，未向终端市场传导成本增量，以锚定煤炭终端售价稳定。
该公司于4月10日发布的官方声明显示，核心生产原料硝酸铵价格从地缘冲突前（3月1日）的50500卢比/公吨，飙升至4月1日的72750卢比/公吨，累计涨幅达44%。硝酸铵作为炸药生产的关键原料，是印度煤炭公司露天矿开采作业...
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