Group 1 - Nickel stocks collectively opened higher, with Liqin Resources (02245) rising by 8.42% to HKD 26, Xinjiang Xinxin Mining (03833) increasing by 6.67% to HKD 3.04, and Zhongwei New Materials (02579) up by 3.71% to HKD 35.26 [1] - The London Metal Exchange (LME) three-month nickel price surged over 9% on Tuesday, reaching a high of USD 18,545 per ton, marking the largest intraday increase in over three years. Nickel prices have accumulated a rise of over 20% in the past two weeks [1] - The Indonesian Nickel Miners Association (APNI) revealed that the nickel ore production target in the 2026 work plan and budget (RKAB) is approximately 250 million tons, a decrease of 34% from the 379 million tons target in the 2025 RKAB. The association expects local smelters' demand for nickel ore to reach about 340 million to 350 million tons in 2026 [1] Group 2 - Dongwu Securities believes that if the actual approval quotas align with the plans, there will be a shortage of nickel ore, leading to significant valuation recovery potential for both upstream and downstream sectors of the industry [1]
港股异动 | 伦镍创三年多最大盘中涨幅 力勤资源(02245)高开逾8% 新疆新鑫矿业(03833)高开逾6%