节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


Aneka Tambang公司(ANTM)回应政府调整矿产参考价格(HPM)政策,认为此举将加强国内矿产定价机制,提升竞争力。公司矿业秘书Wisnu Danandi Haryanto指出,调整旨在完善质量参数与修正系数,提高定价透明度,增加国家矿产商品附加值,以更好反映矿石质量及市场动态。

业绩层面,镍HPM配方调整或改变矿石销售价格结构,尤其在深入考量矿石质量及相关矿物含量后,为上游价值优化提供空间。但ANTM对下游镍铁产品保...

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