节点：上游（原材料/资源端）位置：上游情绪：利空参考度：6/10
BUMI展望2026年煤炭业务前景基本持平
据IDN Financials报道，PT Bumi Resources Tbk（BUMI）对2026年煤炭业务前景的判断为与本年度市场状况基本持平。BUMI董事Maringan M. Ido Hotna Hutabarat表示，公司2026年煤炭销售目标设定在7700万至7800万吨区间。其中，PT Kaltim PrimaCoal（KPC）将继续作为核心增长驱动，2026年预计产量约5350万吨；Arutmin则预计贡献2200万至2300万吨的煤炭产量。
煤价波动有限下收入预期平稳
上述预测已综合考量全球煤价走势。当前市场处于供过于求、需求疲弱的格局，煤价预期波动幅度有限。...
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