Group 1 - The stock of Liqin Resources (02245) has increased by over 9%, reaching a new historical high of 20.44 HKD during trading [1] - As of the latest update, the stock is trading at 20.36 HKD with a transaction volume of 58.74 million HKD [1] Group 2 - The government of the Democratic Republic of Congo updated its cobalt export policy on September 20, extending the cobalt export ban to October 15, 2025 [1] - From 2026 to 2027, the cobalt export quota will be limited to 44% of annual production [1] - CITIC Securities predicts that the export quota policy will lead to significantly lower global cobalt supply from 2025 to 2027, with supply shortages of 122,000 tons, 88,000 tons, and 97,000 tons respectively [1] Group 3 - Minsheng Securities believes that the Congolese government's firm stance on supporting cobalt prices indicates a high likelihood of implementing a quota system, leading to a contraction in supply and an upward shift in cobalt prices [1] - The company's wet-process nickel production capacity is located in Indonesia, which is not affected by the Congolese export restrictions, allowing it to fully benefit from the rising cobalt prices [1]
港股异动 | 力勤资源(02245)再涨超9% 股价刷新历史新高 公司印尼湿法镍产能有望受益钴价上涨