Group 1 - The core viewpoint of the article highlights that Liqin Resources (02245) experienced a significant stock price increase of over 8%, reaching HKD 16.54, following news of an extension of the cobalt export ban in the Democratic Republic of Congo until October 15, with a subsequent lifting on October 16 and the implementation of annual export quotas [1][1][1] Group 2 - The Congolese government announced that mining companies will be allowed to export a maximum of 18,125 tons of cobalt for the remainder of 2025, with annual limits of 96,600 tons for 2026 and 2027 [1][1][1] - According to Shenwan Hongyuan, the tightening supply situation is expected to lead to a continued rise in cobalt prices in the short term, with strong long-term support for cobalt prices due to the government's clear stance on supply control [1][1][1] Group 3 - Liqin Resources is collaborating with partners to invest in nickel smelting production lines on Obi Island, Indonesia, with a planned capacity of 120,000 tons of nickel and 14,000 tons of cobalt, with a share of 69,000 tons of nickel and 8,200 tons of cobalt expected to be operational by 2024 [1][1][1] - The first phase of the pyrometallurgical project has a capacity of 95,000 tons, with production starting in 2023, and the second phase is expected to have partial production lines operational by the first half of 2025, with full production by 2026, increasing total capacity to 280,000 tons and equity capacity to 155,000 tons [1][1][1] - According to Minsheng Securities, the large scale and cost advantages of Liqin Resources' nickel production capacity in Indonesia are expected to significantly benefit from the rising cobalt prices [1][1][1]
港股异动 | 力勤资源(02245)高开逾8% 刚果（金）延长钴出口禁令 公司印尼湿法镍项目或受益