节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10


能源与矿产资源部长日前宣告，煤制二甲醚（DME）项目定于2026年启动，其核心目标在于削减液化石油气（LPG）的进口规模。当前，印尼LPG年消费量达850万吨，然而中国产量仅130万吨，年进口量则介于650 – 700万吨之间。

DME作为一种无色气体，具备替代LPG和柴油的潜力，广泛应用于气溶胶推进剂及化工行业领域。该项目在前总统佐科执政时期便已提出，鉴...

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