节点：上游（原材料/资源端）位置：上游情绪：利好参考度：5/10
印尼能源与矿产资源部确认，在2026年镍矿生产工作计划与预算（RKAB）修订期临近之际，尚未就RKAB变更做出决定。矿产与煤炭总局局长特里·维纳诺表示，政府正讨论企业提交的RKAB修改建议，尚未设定具体产量数字，强调当前工作针对产业需求评估，而非放宽产量配额。
政府需确保生产与市场及下游产业需求一致，以保障冶炼厂原料供应，同时关注市场平衡、大宗商品价格及国家矿产储量可持续性。此表态旨在回应市场关于修订期后镍矿RKAB可能全面更改的猜测，政府强调所有建议需经审议...
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