节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
印尼铝土矿协会（ABI）警惕上游铝土矿原料供应与国内氧化铝精炼产能扩张之间的潜在失衡。核心原因是下游产业增长与上游矿山企业经营状况未能同步，需平衡两者关系以保障产业可持续性。
印尼铝土矿协会主席罗纳德·苏利斯扬托指出，国内铝土矿理想年供应量不应超4000万吨，该数据参考了印尼出口开放时期的实际规模。氧化铝精炼年产能应控制在1200万至1500万吨区间，若单厂平均200万吨，则企业数量不超7家。目前仅4家精炼设施投产，仍有新增3家空间。
印尼能源与矿产资ƺ..
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