Group 1 - CICC reduced its stake in Xinjiang Xinxin Mining (03833) by 6.9 million shares at an average price of HKD 2.98 per share, totaling HKD 20.562 million [1] - After the reduction, CICC's latest shareholding stands at 93.75 million shares, representing a 9.86% ownership stake [1]

Group 1 - CICC reduced its stake in Xinjiang Xinxin Mining Industry Co., Ltd. by 6.9 million shares at an average price of HKD 2.98 per share, totaling HKD 20.562 million [1] - After the reduction, CICC's latest shareholding stands at 93.75 million shares, representing a 9.86% ownership stake [1]

Group 1 - The vice chairman of the board, Zhou Chuanyou, reduced his stake in Xinjiang Xinxin Mining (03833) by selling 6.3 million shares at a price of HKD 3.15 per share, totaling HKD 19.845 million [1] - After the reduction, the latest number of shares held is approximately 106 million, representing a holding percentage of 11.17% [1]

Group 1 - The core point of the article is that the Vice Chairman of the Board, Zhou Chuan, has reduced his stake in Xinjiang Xinxin Mining (03833) by selling 6.3 million shares at a price of HKD 3.15 per share, totaling HKD 19.845 million [1] - After the reduction, the latest number of shares held by Zhou Chuan is approximately 106 million, representing a holding percentage of 11.17% [1]

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]

致：香港交易及結算所有限公司 FF301 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 公司名稱: 新疆新鑫礦業股份有限公司 呈交日期: 2026年1月2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) | 03833 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 950,580,000 | RMB | | 0.25 | RMB | | 237,645,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 950,580,000 | RMB | | 0.25 | RMB | | 237,645,000 | | ...

Group 1 - Xinjiang Xinxin Mining (03833) has seen a price increase of over 6%, with a monthly rise exceeding 30%, currently trading at 2.71 HKD and a transaction volume of 25.9145 million HKD [2] - The Indonesian Nickel Miners Association reported a significant reduction in the nickel production target for 2026 to approximately 250 million tons, down from the 2025 target of 379 million tons [2] - CICC indicated that the tightening of nickel ore quotas is unlikely to have a significant negative impact on the Indonesian economy, and the increase in nickel prices could enhance tax revenue and the value of local resources, suggesting a high probability of the quota policy being implemented [2] Group 2 - Guangzhou Futures noted that the Indonesian government is still discussing the quota plan internally, and previous announcements regarding nickel ore quotas have often been retracted, indicating that the impact of this news on nickel prices may be overestimated [2] - Xinjiang Xinxin Mining owns several nickel-copper mines, including Karatungke, Huangshandong, Huangshan, and Xiangshan, as well as vanadium mines at Xianghe Street and Mujia River, and a fluorite mine at Kalchaer [2]