Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Liqin Resources (02245), which has risen over 4% and accumulated a gain of over 23% in the last four trading days, currently priced at 19.74 HKD with a trading volume of 35.70 million HKD [1] - Recent policy adjustments in Indonesia aim to stabilize nickel prices, including a reduction of the RKAB quota from 37.9 million tons to 25 million tons, which raises concerns about the availability of raw materials for upcoming nickel projects, potentially leading to a significant increase in nickel ore prices [1] - The credibility of Indonesia's policies is considered slightly low, and the market is advised to monitor future developments regarding these policies [1] Group 2 - According to CICC, Liqin Resources has established a complete 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 companies in the Philippines and Indonesia, and has developed a nickel production capacity of 400,000 metal tons on OBI Island, Indonesia [1] - The company is expected to benefit from its wet-process capacity in Indonesia and has potential for expanding its nickel industry chain layout, which could drive performance and valuation increases [1]
港股异动 | 力勤资源(02245)再涨超4% 印尼频繁调整政策希望托底镍价 公司已全面覆盖镍产业链