港股镍金属概念股走强，力勤资源涨8.42%、新疆新鑫矿业涨6.67%、中伟新材涨3.71%。 本文源自：金融界AI电报 ...

Group 1 - Nickel stocks collectively opened higher, with Liqin Resources (02245) rising by 8.42% to HKD 26, Xinjiang Xinxin Mining (03833) increasing by 6.67% to HKD 3.04, and Zhongwei New Materials (02579) up by 3.71% to HKD 35.26 [1] - The London Metal Exchange (LME) three-month nickel price surged over 9% on Tuesday, reaching a high of USD 18,545 per ton, marking the largest intraday increase in over three years. Nickel prices have accumulated a rise of over 20% in the past two weeks [1] - The Indonesian Nickel Miners Association (APNI) revealed that the nickel ore production target in the 2026 work plan and budget (RKAB) is approximately 250 million tons, a decrease of 34% from the 379 million tons target in the 2025 RKAB. The association expects local smelters' demand for nickel ore to reach about 340 million to 350 million tons in 2026 [1] Group 2 - Dongwu Securities believes that if the actual approval quotas align with the plans, there will be a shortage of nickel ore, leading to significant valuation recovery potential for both upstream and downstream sectors of the industry [1]

Group 1: Nickel Market Overview - Nickel prices have surged, with three-month nickel futures increasing by 10% to reach $18,735 per ton, the highest level since June 2024 [1] - The International Nickel Study Group (INSG) projects global nickel demand to reach 3.82 million tons and production to hit 4.09 million tons by 2026 [1] - Indonesia's nickel production is expected to decrease by 200,000 to 300,000 tons, potentially leading to a supply-demand reversal in 2026 [1] Group 2: Indonesia's Supply Policy - Indonesia, the largest nickel producer, plans to significantly reduce its nickel ore production target from 379 million tons to 250 million tons by 2026, a reduction of 34% [2] - This policy aims to control oversupply and support prices, serving as a key catalyst for the market [2] - The tightening of nickel ore quotas is expected to have a minimal economic impact on Indonesia, while higher nickel prices could increase tax revenue and enhance the value of local resources [2] Group 3: Companies in the Nickel Industry - Liqin Resources (02245) has submitted application materials for an A-share issuance, covering the entire nickel industry chain from trading to smelting and equipment manufacturing [3] - Zhongwei New Materials (02579) has made strategic investments in nickel, lithium, and phosphorus resources globally, with expectations of producing 30,000 tons of metal nickel by 2026, potentially increasing profits by 200 to 300 million yuan [3] - Xinjiang Xin Mining (03833) owns several nickel-copper mines and other mineral resources, indicating a diversified portfolio in the mining sector [3]

钴镍锂新变化！20260105 摘要 美国对委内瑞拉的行动和伊朗骚乱等地缘政治事件短期利好有色金属， 但长期影响不确定；俄乌冲突升级加剧市场波动，假期期间白银、镍、 铝等有色金属表现强劲。 南美矿产资源面临资源集中、政策风险和环保审批挑战，紫金矿业和五 矿资源在南美有大量铜矿资源，中国企业需分散布局以降低政治军事风 险。 彭博商品指数调整预计短期内对白银影响大于黄金，但年度调整通常仅 引起短期震荡，不改变贵金属牛市大趋势。 2026 年商品投资主线包括：美元走弱和降息环境下，关注供给缺乏弹 性且需求端有 AI 叙事的金属品种（铜、铝、锡）；能源金属板块，特别 是碳酸锂，有望迎来反转；以及受益于国内反内卷政策的产品做多机会。 权益类资产排序：能源金属（镍、钴）首位，黄金次之，高胜率品种 （铜、铝）第三，战略小金属和新材料最后。能源金属板块正在走出底 部，黄金股票空间更大且估值合适。 Q&A 2026 年能源金属市场的主要看点有哪些？ 2026 年能源金属市场的主要看点包括以下几个方面：首先，钴已经走出了右 侧行情，显示出强劲的增长势头。其次，锂在储能需求超预期的推动下，有望 迎来年度层级的拐点。此外，由于印尼政 ...

Core Viewpoint - Ningbo Likun Resource Technology Co., Ltd. (referred to as "Likun Resources") has submitted its prospectus and is preparing for an IPO on the Shenzhen Stock Exchange main board [2][14]. Financial Performance - Likun Resources reported revenues of 18.5 billion yuan and a net profit of 2.25 billion yuan for the first half of 2025, with a non-recurring net profit of 1.4 billion yuan [5][17]. - The company’s revenues for 2022, 2023, and 2024 are projected to be 18.3 billion, 21.286 billion, and 29.846 billion yuan, respectively, with net profits of 3.016 billion, 1.72 billion, and 3.2 billion yuan [5][16]. Investment Plans - Likun Resources plans to raise 4.047 billion yuan through the IPO, with 2.062 billion yuan allocated for a wet slag resource demonstration project and 1.985 billion yuan for an MHP refining production project [3][15]. Shareholding Structure - Before the IPO, Cai Jianyong directly held 18.77% of the shares, while Likun Investment and Ningbo Lijian indirectly controlled 32.65% of the voting rights, totaling 51.42% [7][18]. - Post-IPO, Likun Investment's shareholding will decrease to 29.33%, while Cai Jianyong's will drop to 16.89% [10][21]. Market Position - Likun Resources, established in 2009, has evolved into a leading trader in the nickel product sector, expanding its operations from nickel ore and nickel iron trading to include production capabilities after acquiring Huiran Industrial in 2017 [5][16]. - The company has developed wet and pyrometallurgical projects in Indonesia in collaboration with local partners [5][16].

I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02245 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 550,694,291 RMB | | | 1 RMB | | 550,694,291 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 550,694,291 RMB | | | 1 RMB | | 550,694,291 | 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 寧波力勤資源科技股份有限公司 呈交日期: 2026年1月2日 | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Lygend Resources & Technology Co., Ltd. 據董事會所知，上述誤寫乃管理層提供蔡建勇先生之與表現掛鈎的獎金資料以及答覆其薪酬 函證時的無心之失所致。除上文所述外，年度報告內載列的其他資料均保持不變。本澄清公 告為年度報告的補充，並應與年度報告一併閱讀。 澄清公告 宁波力勤资源科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2245） 於本公告日期，執行董事為蔡建勇先生、費鳳女士、蔡建威先生及王凌先生；非執行董 事為 Lawrence LUA Gek Pong 先生；獨立非執行董事為何萬篷博士、張爭萍女士及王 緝憲博士；職工代表董事為余衛軍先生。 承董事會命 宁波力勤资源科技股份有限公司 董事長兼執行董事 蔡建勇 中國，二零二六年一月二日 茲提述宁波力勤资源科技股份有限公司（"本公司"，連同其子公司，"本集團"）於二 零二五年四月二十九日向公司 ...

力勤资源(02245)午后涨超6%，截至发稿，涨5.78%，报24.16港元，成交额4538.99万港元。 力勤资源 分时图 日K线 周K线 月K线 24.82 1.98 8.67% 9.02% 6.00% 3.02% 0.00% 3.02% 6.00% 9.02% 20.78 21.47 22.15 22.84 23.53 24.21 24.90 09:30 10:30 12:00/13:00 14:00 16:10 0 9万 17万 26万 消息面上，力勤资源公布，公司已就建议A股发行向深交所提交包括A股招股说明书(申报稿)在内的申 请材料，并已于2025年12月31日收到深交所就公司建议A股发行的申请出具的受理通知书。据悉，力勤 资源目前已覆盖镍矿贸易、冶炼生产、设备制造和销售等完整产业链环节。 国盛证券（002670）发布研报称，印尼控制全球60%镍供应，其供应政策直接影响镍供需。镍作为有色 金属当中为数不多仍处于周期底部的品种，自然条件下距离出清尚有时日。但考虑其集中度可类比钨、 钴、锑等品种，供给主导国政策可显著影响商品价格。今年以来，印尼基于市场地位，陆续出台供应限 制政策，意在抬升价格水平、将 ...

Market Performance - The Hong Kong stock market showed strong performance on the first trading day of 2026, with the Hang Seng Index surpassing 26,000 points, closing up 2.76% or 707.93 points at 26,338.47 points, with a total turnover of HKD 140.86 billion [1] - The Hang Seng Tech Index rose by 4%, closing at 5,736.44 points, indicating a positive sentiment in technology stocks [1] Blue-Chip Stocks - Baidu Group-SW (09888) led blue-chip stocks, rising 9.35% to HKD 143.8, contributing 12.42 points to the Hang Seng Index, with a trading volume of HKD 4.778 billion [2] - Baidu announced plans to spin off Kunlun Chip for independent listing, with an estimated valuation of USD 16 billion to USD 23 billion, suggesting Baidu's stake could be valued between USD 9 billion to USD 13 billion [2] - Other notable blue-chip performers included New Oriental-S (09901) up 7.15%, China Life (02628) up 5.33%, and Tencent (00700) up 4.01% [2] Sector Performance - The commercial aerospace sector saw a significant surge, with China Technology Group (01725) up 42.86% and Asia Pacific Satellite (01045) up 34.53% following the acceptance of Blue Arrow Aerospace's IPO application [3] - Semiconductor stocks also performed well, with Hua Hong Semiconductor (01347) up 9.42% and SMIC (00981) up 5.11%, driven by industry trends and acquisitions [4] - The robotics sector continued its upward trend, with notable gains from companies like Lijiang Technology (00558) and Jinli Permanent Magnet (06680) [4] Policy Impact - The National Development and Reform Commission and the Ministry of Finance announced a new policy for large-scale equipment updates and consumer goods replacement, expected to boost domestic appliance consumption [7] - Companies in the home appliance sector, such as Skyworth Group (00751) and Midea Group (00300), saw significant stock price increases, reflecting positive market sentiment towards the new policy [6][7] Notable Stock Movements - Wall Street's first trading day of 2026 saw significant movements, with Biran Technology (06082) debuting at a 75.82% increase, focusing on GPGPU chips for AI computing [7] - Meitu Company (01357) issued USD 250 million convertible bonds to Alibaba, which will make Alibaba the third-largest shareholder, indicating a strategic partnership [8] - Likin Resources (02245) received approval for its A-share IPO, reflecting confidence in its comprehensive industry chain in nickel trading and production [9]

Group 1 - The core viewpoint of the article highlights that Likin Resources (02245) has submitted application materials for a proposed A-share issuance to the Shenzhen Stock Exchange, including the A-share prospectus, and has received an acceptance notice from the exchange as of December 31, 2025 [1] - Likin Resources has established a complete industrial chain covering nickel ore trading, smelting production, and equipment manufacturing and sales [1] - According to Guosheng Securities, Indonesia controls 60% of the global nickel supply, and its supply policies significantly impact nickel supply and demand [1] Group 2 - Nickel is one of the few non-ferrous metals still at the bottom of the cycle, and it is expected to take time to clear the market naturally [1] - Indonesia has implemented supply restriction policies this year to elevate price levels and retain more profits domestically, indicating a strong determination to stabilize prices [1] - The article expresses optimism about nickel prices accelerating their bottoming and recovery due to Indonesia's supply control policies [1]