节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10
印尼政府与自由港麦克莫兰公司签署谅解备忘录，就未来20年追加约200亿美元投资达成一致，折合约337.5万亿盾。新增投资含延长巴布亚省格拉斯伯格矿区特别矿业经营许可证至2041-2061年。印尼投资与下游化部长指出，投资将通过税收、特许权使用费及产业链活动拉动经济，提升财政收入，备忘录将尽快转化为最终协议推动落地。美国白宫数据显示，合作年创约100亿美元收入，增强美国关键矿产供应链韧性。
该投资纳入印尼达南塔拉统筹的战略投资储备项目，重点支持自然资源开发与工业下游化，有助于提升矿业产量及资源附加值，巩固印尼全球矿产供应链地位，支撑中长期经济增 ..
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