根据2026年2月25日披露数据，VITASOY INT'L（00345）、恆生科技ETF（03032）、永升服务 （01995）港股通持股占比增加值最大，分别增加0.09%、0.04%、0.01%；南方恆生科技（03033）、医 渡科技（02158）、盈富基金（02800）港股通持股占比减少值最大，分别减 少-0.14%、-0.03%、-0.02%。 2、港股通最新日占比减持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 南方恆生科技(03033) | -0.14% | 68.87% | | 医渡科技(02158) | -0.03% | 22.59% | | 盈富基金(02800) | -0.02% | 3.49% | | 碧桂园(02007) | -0.01% | 17.75% | | 南方恆生生科(03174) | 0.00% | 0.36% | 在最近有统计数据的5个交易日内，南方东西精选（03441）、喜相逢集团（02473）、兆易创新 （03986）港股通持股占比增加值最大，分别增加18.46%、10.04%、4.95%；山东墨龙（0 ...

本文源自：智通财经网 消息面上，据报道，印尼莫罗瓦利镍矿中心发生山体滑坡，导致一名工人遇难，并冲走了数台挖掘机、 推土机和倾卸卡车。方正证券认为，这将对印尼镍产出造成影响，考虑到印尼政府对镍价的力挺态度， 镍价有望在1.8万美元以上运行。 据悉，印尼政府预计镍矿2026年配额为2.5-2.6亿吨，相较于2025年的3.79亿吨降幅超过34%。国信证券 发布研报称，印尼是全球最大的镍矿供应国，同时也有着非常成熟的配额制制度，其有意通过政策的调 整来提高镍矿开发的门槛及成本。该行认为，未来镍价的变化将主要取决于印尼镍矿配额的调整，不完 全排除印尼政府极端收紧镍矿供给的黑天鹅事件。 智通财经获悉，镍业股早盘普涨，截至发稿，力勤资源(02245)涨8.33%，报29.64港元；新疆新鑫矿业 (03833)涨3.42%，报2.72港元；中伟新材(02579)涨3.4%，报38.28港元。 ...

据悉，印尼政府预计镍矿2026年配额为2.5-2.6亿吨，相较于2025年的3.79亿吨降幅超过34%。国信证券 发布研报称，印尼是全球最大的镍矿供应国，同时也有着非常成熟的配额制制度，其有意通过政策的调 整来提高镍矿开发的门槛及成本。该行认为，未来镍价的变化将主要取决于印尼镍矿配额的调整，不完 全排除印尼政府极端收紧镍矿供给的黑天鹅事件。 消息面上，据报道，印尼莫罗瓦利镍矿中心发生山体滑坡，导致一名工人遇难，并冲走了数台挖掘机、 推土机和倾卸卡车。方正证券认为，这将对印尼镍产出造成影响，考虑到印尼政府对镍价的力挺态度， 镍价有望在1.8万美元以上运行。 镍业股早盘普涨，截至发稿，力勤资源(02245)涨8.33%，报29.64港元；新疆新鑫矿业(03833)涨3.42%， 报2.72港元；中伟新材（300919）(02579)涨3.4%，报38.28港元。 ...

据悉，印尼政府预计镍矿2026年配额为2.5-2.6亿吨，相较于2025年的3.79亿吨降幅超过34%。国信证券 发布研报称，印尼是全球最大的镍矿供应国，同时也有着非常成熟的配额制制度，其有意通过政策的调 整来提高镍矿开发的门槛及成本。该行认为，未来镍价的变化将主要取决于印尼镍矿配额的调整，不完 全排除印尼政府极端收紧镍矿供给的黑天鹅事件。 智通财经APP获悉，镍业股早盘普涨，截至发稿，力勤资源(02245)涨8.33%，报29.64港元；新疆新鑫矿 业(03833)涨3.42%，报2.72港元；中伟新材(02579)涨3.4%，报38.28港元。 消息面上，据报道，印尼莫罗瓦利镍矿中心发生山体滑坡，导致一名工人遇难，并冲走了数台挖掘机、 推土机和倾卸卡车。方正证券认为，这将对印尼镍产出造成影响，考虑到印尼政府对镍价的力挺态度， 镍价有望在1.8万美元以上运行。 ...

Group 1 - Indonesia is implementing strict production limits on its nickel industry, significantly reducing the annual production quota of PT Weda Bay Nickel from 4.2 million tons in 2025 to 1.2 million tons in 2026, a decrease of over 70% [1] - The country aims to reverse the long-term decline in nickel prices, as its nickel supply accounts for approximately 65% of the global market, which has pressured prices and led to production halts in Australia and New Caledonia [1] - Indonesia plans to lower its national nickel production target for 2026 from 379 million tons in 2025 to 260 million tons, with a series of tightening measures expected to support a rapid rebound in nickel prices and create bullish market expectations [1] Group 2 - Eramet has confirmed the quota reduction and plans to apply for a revision, while the Weda Bay Nickel mine, located in Indonesia's North Maluku province, was initially set to expand production to over 6 million tons, a plan that is now unfeasible [2] - Weda Bay Nickel has been a core source of nickel supply in Indonesia, characterized by strong "park closure" and "related transactions," with nearly all output used to meet the smelting capacity within the Weda Bay Industrial Park [2] - Some companies in the industrial park are now forced to import nickel ore from the Philippines due to insufficient local raw materials, highlighting the impact of regulatory shocks on supply chains [2] Group 3 - Zhongwei New Materials holds equity in multiple nickel mines in Indonesia and has secured a supply of 600 million wet tons of nickel ore, establishing four nickel raw material industrial bases that cover a full product matrix from nickel ore to various nickel products [3] - The company has diversified its nickel supply in response to the production limits at Weda Bay Nickel, ensuring that its own nickel mines near the Debang project will prioritize supply for that project, providing a safety net for its business operations [3] - Zhongwei New Materials is a global leader in the field of nickel-based materials for new energy, ranking first in global shipments of nickel materials from 2020 to 2025, with a projected market share of 31.7% for high-nickel ternary precursors in 2024 [3][4]

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之內容概不 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 對 因 本 公 告 全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 於 臨 時 股 東 會 登 記 日，本 公 司 已 發 行 股 份（「股 份」）總數為1,042,253,858股 股 份（包 括938,028,458股A股 及104,225,400股H股），其 中1,012,420,986股股份賦予 股東權利出席臨時股東會並於會上就提呈的決議案投票（不 包 括 本 公 司 回 購證券賬戶中的29,832,872股A股（「庫 存A股」））。於 臨 時 股 東 會 上 並 無 行 使 庫 存A股 的 投 票 權，且 除 庫 存A股 外，本 公 司 並 無 任 何 待 註 銷 且 須 就 臨 時 股 東 會 不 計 入 股 份 總 數 的 回 購 股 份。 出席臨時股東會的股東及股東代表人數為398人，出 席 臨 時 股 東 會 的 股 東 及股東代表合共持有541,388,576股股份（包 括539,347,576 ...

CNGR Advanced Material Co., Ltd. 中偉新材料股份有限公司 （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司） （股 份 代 號：2579） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條 而 作 出。 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之內容概不 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 對 因 本 公 告 全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 湖南启元律师事务所 关于中伟新材料股份有限公司 2026年第一次临时股东会的 法律意见书 二〇二六年二月 湖南省长沙市建湘路 393 号世茂环球金融中心 63 层 410000 深圳市福田区金田路 4028 号荣超经贸中心 1606 518038 上海市闵行区申贵路 669 号 1 楼 105 室 201100 茲載列中偉新材料股份有限公司（「本公司」）在深圳證券交易所網站刊登的《湖 南啟元律師事務所關於中偉新材料股份有限公司2026年第一次臨時股東會的 法 律 ...

Core Viewpoint - Zhongwei New Materials (02579) has seen a significant increase in stock price, rising over 10% to HKD 37.42, with a trading volume of HKD 94.45 million, driven by news regarding Indonesia's nickel mining quotas [1][1]. Group 1: Industry Insights - The Indonesian Ministry of Energy and Mineral Resources announced a nickel mining quota for 2026, with an approved production target of only 260 million to 270 million tons, significantly lower than the 2025 target of 379 million tons [1][1]. - Zhongwei New Materials is positioned to benefit from potential supply-demand gaps in the nickel market, as noted by Zhongyou Securities, which suggests that nickel is one of the few metals absent from the current bull market in non-ferrous metals [1][1]. Group 2: Company Developments - The company has secured a supply of 600 million wet tons of nickel ore through investments, partnerships, long-term agreements, and exclusive sales, which is expected to enhance profitability as nickel ore export quotas tighten [1][1]. - Zhongwei New Materials has established nickel resource smelting capacity of 195,000 metal tons, creating a vertically integrated ecosystem from resource extraction to smelting and materials, which will positively impact operating profits with rising LME nickel prices [1][1].

Core Viewpoint - Zhongwei New Materials (02579.HK) experienced a significant increase in stock price, rising over 10% to reach 37.42 HKD, with a trading volume of 94.45 million HKD [1] Group 1 - The stock price of Zhongwei New Materials increased by 10.32% [1] - The current trading price is reported at 37.42 HKD [1] - The total trading volume reached 94.45 million HKD [1]

Core Viewpoint - Zhongwei New Materials (02579) experienced a significant increase of over 10%, reaching a price of HKD 37.42, with a trading volume of HKD 94.45 million [1] Group 1: Industry Insights - The Indonesian Ministry of Energy and Mineral Resources (ESDM) announced a nickel ore RKAB quota for 2026, with an approved production target of only 260 million to 270 million tons, significantly lower than the 2025 target of 379 million tons [1] - According to Zhongyou Securities, nickel is one of the few non-participants in the current bull market for non-ferrous metals in 2024. The firm believes that if Indonesian policies create a supply-demand gap, there could be a potential for a significant price rebound [1] Group 2: Company Developments - Zhongwei New Materials has secured a supply of 600 million wet tons of nickel ore through investments, equity participation, long-term cooperation agreements, and exclusive sales, which is expected to positively impact profitability as nickel ore export quotas tighten [1] - The company has established nickel resource smelting capacity of 195,000 metal tons, creating a vertically integrated ecosystem from resource extraction to smelting and materials. An increase in LME nickel prices is anticipated to positively affect the company's operating profits [1]