节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10
Central Omega Resources公司（DKFT）拟向能源和矿产资源部（ESDM）提交2026年修订后的工作计划和企业预算（RKAB），申请下半年额外镍矿产量配额。2026年RKAB获得的产量配额较去年减少约35%，2025年实际镍矿产量292万吨，2026年销售目标调整为190万吨，低于2025年302万吨的销售量。为优化产能并维持销售业绩，公司将申请额外配额。
ESDM矿产和煤炭总局将于2026年7月开放矿业公司提交修订后RKAB。DKFT目标将2026年镍矿产量优化至接近400万吨，计划7月提交修订申请。公司未具体说明额外生产配额数量及剩余配额，仅确认镍矿..
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