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。 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。 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《中 偉 新 材 料 股 份 有 限 公 司 第 二 屆 董 事 會 第 四 十 一 次 會 議 決 議 公 告》及《中 偉 新 材 料 股 份 有 限 公 司 關 於 變 更 公 司 證 券 簡 稱 的 公 告》，僅 供 參 閱。 香 港，2026年1月14日 於 本 公 告 日 期，本 公 司 董 事 為：(i)執 行 董 事 鄧 偉 明 先 生、鄧 競 先 生、陶 吳 先 生、 廖 恆 星 ...

智通财经APP获悉，中伟新材(02579)涨超6%，截至发稿，涨6.36%，报36.46港元，成交额1.19亿港元。 根据国泰海通证券研报，中伟股份持续布局全球矿产资源，目前已拥有印尼镍矿冶炼产能近20万金吨、 阿根廷盐湖锂矿超1000万吨碳酸锂当量以及近亿吨磷矿石资源。东吴证券此前指出，展望26年，资源 端，该行预计公司26年有望自供权益3万吨金属镍，自供比例达25%+，有望增厚利润2-3亿元；同时金 属镍价格若小幅提升，将带来明显盈利弹性。 消息面上，据报道，印尼能源和矿产资源部部长Bahlil Lahadalia周四表示，印尼将根据行业需求调整其 镍配额，减少配额是为了支持印尼矿产品的价格，也将实施类似举措以支撑镍价，但他没有透露2026年 的配额水平，只是重申将对配额进行调整，以满足当地冶炼厂的需求。 ...

根据国泰海通证券研报，中伟股份（300919）持续布局全球矿产资源，目前已拥有印尼镍矿冶炼产能近 20万金吨、阿根廷盐湖锂矿超1000万吨碳酸锂当量以及近亿吨磷矿石资源。东吴证券此前指出，展望26 年，资源端，该行预计公司26年有望自供权益3万吨金属镍，自供比例达25%+，有望增厚利润2-3亿 元；同时金属镍价格若小幅提升，将带来明显盈利弹性。 中伟新材(02579)涨超6%，截至发稿，涨6.36%，报36.46港元，成交额1.19亿港元。 消息面上，据报道，印尼能源和矿产资源部部长Bahlil Lahadalia周四表示，印尼将根据行业需求调整其 镍配额，减少配额是为了支持印尼矿产品的价格，也将实施类似举措以支撑镍价，但他没有透露2026年 的配额水平，只是重申将对配额进行调整，以满足当地冶炼厂的需求。 ...

Group 1 - The article highlights the top three companies with the highest AH premium rates: Northeast Electric (00042) at 785.25%, Zhejiang Shibao (01057) at 433.39%, and Hongye Futures (03678) at 275.07% [1] - The bottom three companies with the lowest AH premium rates are Ningde Times (03750) at -12.17%, Hengrui Medicine (01276) at -1.77%, and China Merchants Bank (03968) at -0.48% [1] - The article also lists the top three companies with the highest deviation values: Zhejiang Shibao (01057) at 104.40%, Goldwind Technology (02208) at 57.76%, and Nanjing Panda Electronics (00553) at 27.70% [1] Group 2 - The companies with the lowest deviation values include Northeast Electric (00042) at -95.85%, Chenming Paper (01812) at -26.90%, and Nanhua Futures (02691) at -19.11% [2] - The top ten AH stocks by premium rate include Sinopec Oilfield Service (01033) at 266.67% and Fudan Zhangjiang (01349) at 242.24% [1] - The bottom ten AH stocks by premium rate include WuXi AppTec (02359) at 4.34% and Weichai Power (02338) at 7.12% [1]

Core Viewpoint - The nickel market is currently experiencing a significant upward trend, with prices expected to continue rising, leading to a sustained bullish phase in the nickel industry [1]. Group 1: Nickel Price Surge - On January 7, the global nickel market saw a dramatic surge, with nickel prices skyrocketing, resulting in a strong performance across the Hong Kong nickel sector [2]. - Market funds heavily flowed into Zhongwei Co., which opened with a gap and surged by 17% within minutes, with total trading volume reaching 2.808 billion [2]. - Other companies like Xinjiang Xinxin Mining and Likin Resources also experienced substantial price increases, with Xinjiang Xinxin rising from approximately 3% at the open to 12.28% at close [2]. Group 2: Supply Constraints and Market Dynamics - The recent price increase is primarily driven by Indonesia's reduction of nickel ore quotas, which is expected to significantly impact supply [4]. - Indonesia plans to cut its nickel ore production target from 379 million tons to 250 million tons by 2026, a reduction of 34%, to control oversupply and support prices [4]. - Analysts predict that if Indonesia's quota approvals align with plans, a nickel shortage by 2026 is likely, leading to a significant valuation recovery across the industry [4]. Group 3: Long-term Outlook - The nickel market's transition from oversupply to a balanced state is contingent on supply-side adjustments, with Indonesia's policies being a critical factor [5]. - The Indonesian Nickel Smelter Association forecasts domestic nickel ore demand to reach between 340 million to 350 million tons by 2026, indicating a potential shift in market dynamics [5]. - Long-term projections suggest that nickel prices are entering a bullish phase, with a continuous upward price trend expected, which is a primary reason for the influx of market capital [5]. Group 4: Key Nickel Resource Companies - Zhongwei Co. (300919.SZ) / Zhongwei New Materials (02579.HK) is recognized as a leading integrated player in the nickel sector, holding significant rights to nickel resources in Indonesia and establishing a vertical supply chain [6]. - Likin Resources (02245.HK) has a comprehensive industry chain covering nickel trading, smelting production, and equipment manufacturing, with significant production capacity expected to ramp up by 2026 [6].

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

围绕元素周期表的炒作，还在继续。 前期是炒铜、铝、黄金、稀土。今天，轮到镍了。 昨天（1月6日），伦敦金属交易所（LME）镍价涨了6.59%，去年12月15日以来累计涨幅接近30%。今 天上午，上海期交所镍价接近涨停，阶段涨幅和伦敦价格基本相当。 不过，有券商指出，这个计划还没有经过印尼官方的批准，只是印尼淡水河谷公司镍矿暂停开采活动。 所以，未来镍价会不会继续飙升，暂时还不好说。 再说港股，目前港股上市公司中最受益的是力勤资源（HK02245），该公司主营业务涵盖上游镍资源采 购、镍产品贸易、镍产品的生产与销售。关键是，力勤资源在印尼就有项目。另外，力勤资源还在去年 末向深交所递交了上市申请材料，目前市场关注度较高。 金属镍具有良好的耐腐蚀性、导电性、导热性和延展性，因此被广泛应用于多个领域。尤其是近年来， 随着新能源汽车产业的飞速发展，在三元锂电池中，镍的含量直接决定电池的能量密度和续航里程。所 以，在当下，镍的重要性可以说达到了空前的程度。 近期，刺激镍价突然暴涨的原因，是印度尼西亚突然宣布的减产计划。印度尼西亚是全球镍矿产量最丰 富的国家。有数据显示，印尼的镍矿产量占全球总产量的60%左右。印尼不仅在 ...

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]

Core Viewpoint - Zhongwei New Materials (02579.HK) has experienced a significant upward trend in stock price due to improved industry conditions and fundamental events, with the stock price reaching the issue price level and potential for further upward movement [1] Group 1: Stock Performance - On January 6, Zhongwei New Materials opened with a rapid increase, with a peak rise of over 8%, reaching 34.56 HKD per share [1] - Since mid-December, the stock has shown a notable upward trend, supported by industry recovery and fundamental events [1] - The corresponding A-share, Zhongwei Co., Ltd. (300919.SZ), also saw a quick rise and stabilized, with an increase of over 7% [1] Group 2: Nickel Price Impact - The LME nickel price has surpassed 17,500 USD per ton, increasing by over 3,000 USD per ton since mid-December, driven by tightening Indonesian policies and bullish market expectations [1] - The rise in nickel prices is expected to significantly enhance profit margins for companies involved in upstream resource sectors [1] Group 3: Company Strategy - Zhongwei New Materials has been actively working on building an integrated industrial ecosystem, securing 5-6 million wet tons of nickel ore resources through investments, partnerships, long-term cooperation agreements, and exclusive sales [1] - The company has established four nickel raw material industrial bases in Indonesia, facilitating a vertically integrated industrial chain from resources to materials [1] - The increase in LME nickel prices is anticipated to have a positive impact on the company's operating profits [1]