Group 1 - Xinjiang Xinxin Mining (03833) saw a stock increase of over 5%, currently up 5.22% at HKD 2.62, with a trading volume of HKD 34.72 million [1] - The Indonesian Nickel Miners Association (APNI) reported that the government's nickel ore production target for the 2026 work plan and budget (RKAB) is approximately 250 million tons, a significant decrease of 34% from the 379 million tons set in the 2025 RKAB [1] - CITIC Futures believes that if the quota is implemented as planned, it will have a substantial impact on the nickel market balance for 2026, with expectations of oversupply significantly declining [1] Group 2 - Xinjiang Xinxin Mining fully owns four nickel-copper mines: Kalatongke, Huangshandong, Huangshan, and Xiangshan, as well as two vanadium mines: Xianghejie and Mujiahe, and the Karachar fluorite mine [1]
新疆新鑫矿业涨超5% 印尼端政策预期情绪扰动 镍供需格局或有望改善