节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
印尼能源与矿产资源部（ESDM）在6月30日的会议上，将2026年镍矿基准RKAB开采配额维持在2.6亿湿吨。官方将补充配额的宣布推迟至正式审批流程结束。
新指南对额外产量设定了严格标准。矿山仅可在7月1日至7月31日期间申请增产，且ȿ..
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