Core Viewpoint - Zhongwei New Materials (02579.HK) has experienced a significant upward trend in stock price due to improved industry conditions and fundamental events, with the stock price reaching the issue price level and potential for further upward movement [1] Group 1: Stock Performance - On January 6, Zhongwei New Materials opened with a rapid increase, with a peak rise of over 8%, reaching 34.56 HKD per share [1] - Since mid-December, the stock has shown a notable upward trend, supported by industry recovery and fundamental events [1] - The corresponding A-share, Zhongwei Co., Ltd. (300919.SZ), also saw a quick rise and stabilized, with an increase of over 7% [1] Group 2: Nickel Price Impact - The LME nickel price has surpassed 17,500 USD per ton, increasing by over 3,000 USD per ton since mid-December, driven by tightening Indonesian policies and bullish market expectations [1] - The rise in nickel prices is expected to significantly enhance profit margins for companies involved in upstream resource sectors [1] Group 3: Company Strategy - Zhongwei New Materials has been actively working on building an integrated industrial ecosystem, securing 5-6 million wet tons of nickel ore resources through investments, partnerships, long-term cooperation agreements, and exclusive sales [1] - The company has established four nickel raw material industrial bases in Indonesia, facilitating a vertically integrated industrial chain from resources to materials [1] - The increase in LME nickel prices is anticipated to have a positive impact on the company's operating profits [1]
港股异动 | 镍价冲至1.75万美元大关，中伟新材(02579.HK)开盘拉升超8%