每经AI快讯，力勤资源(02245.HK)早盘涨超7%，截至发稿涨7.46%，报17.71港元，成交额1191.52万港 元。 ...

摩根士丹利最新研报预计到2026年，镍价将回升至每吨15,500美元，届时供需将同步增长。据悉，力勤 资源印尼的湿法总产能12万湿法项目均实现达产，火法项目一期稳定生产，火法项目二期年设计产能 18.5万金属吨镍铁稳步推进，全部产线有望在2026年建成。 智通财经APP获悉，力勤资源(02245)早盘涨超7%，截至发稿，涨7.46%，报17.71港元，成交额1191.52 万港元。 消息面上，据印尼镍矿商协会(APNI)表示，印尼政府在2026年工作计划和预算(RKAB)中提出的镍矿石 产量目标约为2.5亿吨，较2025年RKAB设定的3.79亿吨大幅下降。APNI秘书长解释称，下调产量规划 的目的是为了防止镍价进一步下跌。 ...

Investment Rating - The industry rating is "Recommended" [3] Core Views - Short-term lithium prices are expected to remain volatile, with a positive outlook on antimony, cobalt, tungsten, and tin due to a reassessment of strategic metal values [1][2][7] - Supply concerns in the nickel market are supported by the lack of new approvals from Indonesia's RKAB, which may lead to price stabilization [1][28] - The cobalt market is expected to see continued price increases due to structural supply tightness, with Congo's export regulations impacting availability [2][5][16] - Antimony prices are anticipated to converge towards higher overseas prices due to export controls and tight domestic supply [6][17] - The lithium market is experiencing a strong demand backdrop, with expectations of continued inventory depletion supporting prices [7][17] - The rare earth market is tightening due to Vietnam's export ban, which is expected to support prices [9][18] - Tin prices are supported by ongoing supply concerns from overseas sources, particularly from Myanmar and Congo [11][20] - Tungsten prices are expected to remain supported due to supply constraints and regulatory controls [12][21] - The uranium market is facing supply tightness, which is likely to support prices amid geopolitical uncertainties [14][22] Summary by Sections Nickel and Cobalt Industry Update - Nickel prices are under pressure due to stable demand but cautious purchasing from smelters, with LME nickel closing at $14,420 per ton, down 2.04% [1][28] - Cobalt prices are expected to rise further, with Congo's export regulations causing supply constraints [2][5][16] Antimony Industry Update - Domestic antimony prices are lower compared to international prices, but supply tightness is expected to support future price increases [6][17] Lithium Industry Update - Lithium carbonate prices have increased, with a strong demand outlook from the electric vehicle sector [7][17] Rare Earth Industry Update - Vietnam's recent export ban on rare earths is expected to tighten global supply and support prices [9][18] Tin Industry Update - Tin prices are supported by supply concerns from Myanmar and Congo, with LME tin prices rising to $41,905 per ton [11][20] Tungsten Industry Update - Tungsten prices are expected to remain high due to supply constraints and regulatory measures [12][21] Uranium Industry Update - The uranium market is facing supply tightness, with prices supported by geopolitical factors and production delays [14][22]

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11月30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: 2025年12月4日 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 | | | 550,69 ...

Lygend Resources & Technology Co., Ltd. （於中華人民共和國註冊成立的股份有限公司） （股份代號：2245） 本代表委任表格之股份數目 （附註2） 寧波力勤資源科技股份有限公司 | | 根據日期為二零二五年十二月三日的股東特別大會通告將通過的普通決議案 | 贊成 | 反對 | 棄權 | | --- | --- | --- | --- | --- | | 1. | 審議、批准及確認本公司於截至2022年、2023年及2024年12月31日止年度以及截至2025年 6月30日止六個月的關聯交易的議案 | | | | | 1(a) | 審議、批准及確認與力勤投資相關的關聯交易情況（截至2022年、2023年及2024年12月31 日止年度以及截至2025年6月30日止六個月） | | | | | 1(b) | 審議、批准及確認與印尼合作夥伴相關的關聯交易情況（截至2022年、2023年及2024年12 月31日止年度以及截至2025年6月30日止六個月） | | | | | 1(c) | 審議、批准及確認與其他關聯方的關聯交易情況（截至2022年、2023年及2024年12月3 ...

普通決議案 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通告的內容概不負責，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通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. 寧波力勤資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） 股東特別大會通告 茲通告寧波力勤資源科技股份有限公司（「本公司」）謹訂於二零二五年十二月十 九日（星期五）上午十時正假座中國浙江省寧波市鄞州區光華路299弄研發園C10幢10 樓舉行股東特別大會（「股東特別大會」）（或其任何續會），以審議及酌情批准下述決議 案。除另有界定外，本通告所用詞彙與本公司日期為二零二五年十二月三日的通函所 界定者具有相同涵義。 附註： 於本通告日期，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。 – 2 – 承董事會命 寧波力勤資源科技股份有限 ...

此乃要件 請即處理 閣下如對本通函任何方面或應採取的行動有任何疑問，應諮詢持牌證券交易商、銀行經理、律師、專業會 計師或其他專業顧問。 閣下如已將名下所有寧波力勤資源科技股份有限公司股份出售或轉讓，應立即將本通函的代表委任表格送 交買主或承讓人，或經手買賣或轉讓的銀行、持牌證券交易商或其他代理商，以便轉交買主或承讓人。 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通函的內容概不負責，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通函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。 本通函僅供參考，並不構成收購、購買或認購本公司任何證券的邀請或建議。 本通函隨附股東特別大會使用的代表委任表格。 閣下不論是否有意親身出席股東特別大會，務請將隨附 代表委任表格按其上刊發之指示填妥及交回，並須於股東特別大會（或其任何續會）指定舉行時間前不少 於24小時送達本公司H股證券登記處香港中央證券登記有限公司，地址為香港灣仔皇后大道東183號合和 中心17M樓。填妥及交回代表委任表格後， 閣下仍可依願親身出席股東特別大會（或其任何續會），並於 會上投票。 二零二五年十二月三日 | ...

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. 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） 就股東特別大會暫停辦理股份過戶登記手續 宁波力勤资源科技股份有限公司（「本公司」）預期將於二零二五年十二月十九日（星 期五）舉行股東特別大會（「股東特別大會」）。 為確認出席股東特別大會並於會上投票的資格，本公司將於二零二五年十二月十六 日（星期二）至二零二五年十二月十九日（星期五）（包括首尾兩日）暫停辦理股份 過戶登記手續，期間將不會辦理本公司H股股份過戶登記。為符合資格出席股東特別 大會並於會上投票，所有過戶文件連同相關股票須於二零二五年十二月十五日（星期 一）下午四時三十分前送達本公司的H股過戶登記處香港中央證券登記有限公司辦理 登記，地址為香港灣仔皇后大道東183號合和中心17樓1712-1716號舖。 有關股東特別大會 ...

Group 1 - The core issue highlighted is the increasing pressure on the nickel industry in Indonesia due to waste management challenges, as a major Chinese-controlled smelter is reducing production because its tailings storage is nearing capacity [1] - The Indonesian nickel industry is facing difficulties as the supply of nickel ore is unable to keep pace with the rapid expansion of smelting capacity, leading several smelters to warn of potential production halts [1] - The company, Liqin Resources, has established a comprehensive industrial chain covering nickel ore trading, smelting production, equipment manufacturing, and sales, with long-term trade agreements with mining companies in the Philippines and Indonesia [1] Group 2 - Liqin Resources has developed a total nickel production capacity of 400,000 metal tons on OBI Island in Indonesia, and is expanding downstream into nickel sulfate and cobalt, creating a complete nickel product service system [1] - The company's wet process capacity in Indonesia is expected to benefit from the current market conditions, with potential for further expansion in the Indonesian nickel industry chain, which could drive performance and valuation increases [1]

Group 1: Stock Movements and Market Reactions - Hengdeli (03389) resumed trading and rose over 10% after announcing a voluntary cash offer at HKD 0.14 per share for all issued shares, excluding those already owned by the offeror and Mr. Feng Jiaqiao [1] - Anjuke Food (02648) increased nearly 5% following a report from Huachuang Securities after attending its 2025 first extraordinary general meeting, where management addressed operational and product channel strategies [1] - Copper stocks collectively surged, with Jiangxi Copper (00358) up 8.08%, China Daye Nonferrous Metals (00661) up 8.6%, and others, driven by a significant rise in LME copper futures, which exceeded USD 11,200, marking a historical high [1] Group 2: Industry-Specific Developments - Lichun Resources (02245) rose over 3% as reports indicated a major Chinese-controlled nickel smelter in Indonesia is cutting production due to tailings management issues [2] - Yuhua Education (06169) saw a nearly 1.89% increase after reporting a revenue of RMB 2.497 billion for the year ending August 31, 2025, a 5.4% year-on-year increase, with adjusted net profit rising 95.6% to RMB 914 million [2] - Jiantao Laminates (01888) increased nearly 7% as AI-driven demand for high-end PCBs surged, leading to price increases for key materials [2] Group 3: Strategic Partnerships and Collaborations - ZTE Corporation (00763) rose over 11% following reports of an upcoming AI phone launch in collaboration with ByteDance [2] - JD Health (06618) increased nearly 4% as demand for respiratory disease testing kits surged with the flu season, indicating a growing market for health-related products [3] - Xindong Company (02400) rose over 3% after announcing a strategic cooperation agreement with Golden Arc, including a financing agreement for USD 40 million [3] Group 4: Financial Performance Highlights - Bawang Tea (CHA.US) rose 6.09% after reporting Q3 results with a total GMV of RMB 7.93 billion and net income of RMB 3.208 billion, with overseas GMV increasing by 75.3% year-on-year [7]