节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：4/10
印尼官方发布采矿法规修订举措，将采矿产量配额有效期从三年缩至一年。这一政策调整意在强化中国采矿产量管控，同时对煤炭、镍等关键大宗商品价格形成支撑。
根据新政策规定，已发放的2025年采矿产量配额继续有效。然而，持有此前获批的2026年及2027年配额的矿企，需依照更新后的规则重新申请这些配额。
在新制度框架下，采矿企业每年10月1日至11月15日期间要提交《年度作业与预算计划》（RKAB），此..
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