节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
印尼国有锡矿公司Timah正探讨从缅甸及拉丁美洲进口锡矿石，以应对国内锡资源枯竭问题。缅甸作为主要锡矿石出口国但缺乏冶炼设施，公司通过政府渠道推进合作；同时收到拉美供应报价，但需调整贸易部现行锡矿石进口禁令法规，若无法实现则考虑与当地冶炼厂合作。此前公司在缅甸、尼日利亚的采矿特许权因法律风险终止，故采购合作被视为更稳妥模式。
Timah计划2026年将锡矿石产量提升至历史高位，股东要求重回8万吨纪录，当前RKAB目标为3万吨，实际产量受储量及资源制约。当前锡价约5万美元/吨，需求受电动汽车、太阳能电池板及数据中心推动增长，但面临中国锡出口禁令、缅甸矿业税上调及印尼自Ⱥ..
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