节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
印尼能源与矿产资源部就矿业裁员现象回应，称其与2026年工作计划与预算方案（RKAB）下调矿产和煤炭生产配额相关。矿产与煤炭总局局长特里·维纳尔诺表示，政府将持续评估RKAB政策执行情况，允许企业根据实际经营需要申请调整生产配额。企业若认为现有获批配额压力较大，可于2026年7月1日至7月31日提交配额修订申请，具体调整规模及安排将根据后续审核评估结果确定。
特里指出，生产配额下调对矿业企业整体财务状况影响预计有限。当前包括煤炭在内的多种矿产品价格处于较高水平，可对冲产量下降影响；盾币兑美...
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