Core Viewpoint - The nickel industry is facing significant challenges related to waste management, highlighted by a major Chinese-controlled smelter in Indonesia reducing production due to its tailings storage nearing capacity [1] Industry Summary - The Indonesian nickel industry is under increasing pressure as nickel ore supply struggles to keep pace with the rapid expansion of smelting capacity, leading several smelters to warn of potential production halts [1] - The chairman of the Indonesian Nickel Smelting Association (FINI), Arif Perdanakusumah, has indicated that the industry is confronting mounting difficulties [1] Company Summary - Company has established a comprehensive industrial chain covering nickel ore trading, smelting production, equipment manufacturing, and sales [1] - The company has signed long-term trade and supply agreements with mining enterprises in the Philippines and Indonesia, and has developed a total nickel production capacity of 400,000 metal tons on OBI Island, Indonesia [1] - The company is expected to benefit from its hydrometallurgical capacity in Indonesia and has potential for future expansion in the nickel industry chain, which could drive performance and valuation increases [1]
港股异动 | 力勤资源(02245)涨超5% 印尼多家镍冶炼厂或警告被迫停产 公司未来存在扩张产业链布局潜力