Core Viewpoint - Recent news regarding Indonesia's reduction of nickel ore quotas has led to a significant increase in nickel prices, with estimates suggesting a potential supply-demand reversal by 2026 due to a projected decrease in Indonesian nickel production by 200,000 to 300,000 tons [1] Group 1: Company Overview - Liqin Resources (2245.HK) experienced a surge of over 13%, reaching a peak of HKD 26.2 [1] - The company has established a comprehensive industrial chain covering nickel ore trading, smelting production, equipment manufacturing, and sales, positioning it to benefit from the anticipated market changes [1] Group 2: Industry Impact - Dongwu Securities forecasts that if Indonesia's actual approval quotas align with plans, a nickel ore shortage will be inevitable by 2026, leading to significant valuation recovery across the upstream and downstream sectors of the industry [1] - The increasing infrastructure budget in Indonesia and the expected rise in demand for HPAL smelting slag treatment will create new revenue streams and enhance the profitability of the group [1] Group 3: Strategic Developments - Liqin Resources announced the signing of a shareholder agreement for the establishment of a joint venture company, BJL, with its subsidiaries BBS and BMS, aimed at optimizing tax burdens related to wet slag treatment operations [1] - The formation of the BJL joint venture is intended to align with the company's business development needs and secure eligibility for tax incentives in Indonesia [1]
港股异动｜力勤资源大涨超13%，机构预计2026年镍矿短缺将成定局