节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
政府计划在2026年工作计划和预算（RKAB）中放宽煤炭产量目标，此举有望提振重型机械工业市场需求。政策预计鼓励采矿活动增加，进而推动对重型机械的需求增长。Kobexindo Tractors公司（KOBX）表示支持相关政策，认为其将刺激采矿业生产，尤其是煤炭开采，促进重型机械销售增长。
KOBX数据显示，2026年首季度重型机械销售额同比增长28%，年初以来行业已显现需求复苏迹象。公司预期随着采矿活动改善，增长趋势将持续。不过，外部因素仍对行业业绩构成影响，包括区域稳定性、盾币汇率波动、燃油价格ŏ..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
