Group 1 - Xinjiang Xinxin Mining (03833) has seen a price increase of over 6%, with a monthly rise exceeding 30%, currently trading at 2.71 HKD and a transaction volume of 25.9145 million HKD [2] - The Indonesian Nickel Miners Association reported a significant reduction in the nickel production target for 2026 to approximately 250 million tons, down from the 2025 target of 379 million tons [2] - CICC indicated that the tightening of nickel ore quotas is unlikely to have a significant negative impact on the Indonesian economy, and the increase in nickel prices could enhance tax revenue and the value of local resources, suggesting a high probability of the quota policy being implemented [2] Group 2 - Guangzhou Futures noted that the Indonesian government is still discussing the quota plan internally, and previous announcements regarding nickel ore quotas have often been retracted, indicating that the impact of this news on nickel prices may be overestimated [2] - Xinjiang Xinxin Mining owns several nickel-copper mines, including Karatungke, Huangshandong, Huangshan, and Xiangshan, as well as vanadium mines at Xianghe Street and Mujia River, and a fluorite mine at Kalchaer [2]
新疆新鑫矿业再涨超6% 市场关注印尼政府镍矿配额方案落地情况