节点：上游（原材料/资源端）位置：上游情绪：利空参考度：9/10
能源与矿产资源部（ESDM）对工业部（Kemenperin）限制向印尼境内新建冶炼厂发放投资许可证和工业经营许可证（IUI）的决定，表示支持。作出这一决策的关键原因在于，当前印尼镍供应已呈现过剩态势。
能源和矿产资源部矿产和煤炭司司长特里·维纳诺指出，该部规划在2026年对镍的产量及产量配额进行调整。同时，还打算在2026年工作计划和成本预算中削减镍的产量。
特里透露，现阶段持有镍冶炼厂许可证（IUP）的镍冶炼厂数量有限，预估仅有7家镍企业达成了冶炼与采矿的一体化。他同样支持限制发放新的生产中间产品的镍冶炼厂许可证，认为这将有力推动下游产品的产业链发展À..
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