投资要点事件催化:RKAB新政扰动印尼煤炭生产及出口。重审RKAB配额,2026年印尼煤炭生产规模或下滑:根据印尼媒体Petromindo报道,印尼ESDM部长1月8日表示印尼能源与矿产部正在重审2026年RKAB配额,并且预计2026年煤炭生产规模将被设定为6亿吨左右,较2025年显著下降(2025年7.4亿吨),印尼煤矿企业或出现大面积减产。此外,DMO(国内市场义务)将根据需要进行调整,以...
Source Link投资要点事件催化:RKAB新政扰动印尼煤炭生产及出口。重审RKAB配额,2026年印尼煤炭生产规模或下滑:根据印尼媒体Petromindo报道,印尼ESDM部长1月8日表示印尼能源与矿产部正在重审2026年RKAB配额,并且预计2026年煤炭生产规模将被设定为6亿吨左右,较2025年显著下降(2025年7.4亿吨),印尼煤矿企业或出现大面积减产。此外,DMO(国内市场义务)将根据需要进行调整,以...
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