节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
印尼能源与矿产资源部（ESDM）披露，截至2026年4月中旬，2026年度矿产及煤炭开采作业与成本预算（RKAB）的审批进度已达约90%。矿产与煤炭总署（Dirjen Minerba）署长特里·维纳罗表示，RKAB审批流程目前仍在推进中。他在印尼国会大厦（DPR RI）接受采访时称：“已接近完成，进度约90%。”特里指出，尚未获批RKAB的企业，主要因未满足政府要求的文件条件，“材料缺失、未补齐的话，我们无法审批”。
政府决定下调今年煤炭及镍的生产目标，此举旨在平衡全球市场供需，进而提振相关商品价格。煤炭领域方面，政府计划将2...
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