节点：上游（原材料/资源端）位置：上游情绪：利空参考度：4/10
印尼作为全球动力煤及镍资源的主要供应国，其能源部长近期表示，若相关商品价格持续高位运行，不排除对上述资源的生产配额实施适度放宽。该表态于周三晚间与总统会晤后发布的声明中提及，强调政策调整将以市场供需基本面及价格走势为核心依据，动态协调生产计划。
印尼今年已推行矿产开采配额收紧政策以支撑价格。数据显示，该国煤炭年度生产配额已..
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