Workflow
13个多月大涨290% 力勤资源今日再涨超10%创历史新高

Group 1 - The core viewpoint is that Likin Resources (02245.HK) has successfully transformed from a nickel trading company to a leading nickel smelting enterprise, with its stock price reaching a historical high and a significant increase in market capitalization [1][3] - Over the past 13 months, the company's stock price has surged from 4.13 HKD to approximately 17 HKD, representing a remarkable increase of 290% [1][3] - The company was listed on the Hong Kong Stock Exchange at the end of 2022 and operates across the entire nickel industry chain, leading in both trading and production of nickel products [3] Group 2 - In the first half of the year, the company's revenue reached 18.147 billion HKD, a year-on-year increase of 66.8%, while profit was 2.249 billion HKD, up 131.7% year-on-year [3] - Minsheng Securities has given a "recommended" rating, noting that nickel prices are at a cyclical low with clear cost support, and the government of the Democratic Republic of the Congo is likely to implement quota systems, leading to supply contraction [3] - The company's wet nickel production capacity is located in Indonesia, which is not affected by export restrictions from the Democratic Republic of the Congo, allowing it to fully benefit from rising cobalt prices [3]