节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10
据smmnn10月30日消息，印尼政府做出决策，给予铜矿企业安曼国际（Amman Mineral Internasional）约40万吨铜精矿出口配额，该配额有效期为六个月。此举措对于安曼国际因设备损坏而暂停的出口业务恢复具有积极意义。
自2023年中起，印尼基于推动中国金属加工产业发展的战略考量，实施禁止出口铜精矿及其他原矿的政策。不过，安曼国际在完成西努沙登加拉省新冶炼厂建设后，获批将出口期限延长至2024年12月。
今年，安曼国际因闪速转炉及硫酸装置损坏而暂时停产，随后向政府申请新的出口许可。当地媒体援引能源部官员Tri Winarno的话称，所获配额约为40万..
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印尼此前禁止出口铜精矿，为何独给安曼国际40万吨配额，仅因平衡产业升级与企业利益？