节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
能源与矿产资源部计划自2026年起下调煤炭产量，以在国际市场需求趋缓时支撑并抬升煤炭价格。矿产与煤炭总局局长特里·维纳尔诺称，届时将通过压减产量调节市场供给，当前煤炭价格明显回落，有必要收紧生产 。2026年煤炭产量可能控制在7亿吨以下，具体下调幅度仍在内部评估。
2024年印尼煤炭总产量达8.36亿吨，为既定目标7.10亿吨的117%。其中2.33亿吨供应中国工业需求，4800万吨作为中国储备煤炭。2024年印尼煤炭出口量5....
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Will the production cut in 2026 really achieve the win – win situation of reasonable output and stable price? Given the significant decline in coal prices and export value recently, is reducing the output the only solution? And considering the large – scale exports to China, how will China’s demand …