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