节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
Eramet旗下合资企业PT Weda Bay Nickel（PT WBN）接获印尼当局初步通知，可提交反映年度生产及内外销售量为1200万吨的工作计划与预算（RKAB），配额较2025年最初获批的3200万吨、7月修订的4200万吨削减70%。
PT WBN认可印尼当局为支撑镍业可持续管理与市场平衡实施的生产配额政策，该政策推动今年以来镍矿石指数上行。公司将启动RKAB准备工作，联合当地政府、承包商、客户及其他...
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