CNGR(SZ:300919) 智通财经网·2026-01-23 02:42Core Viewpoint - Zhongwei New Materials (02579) has seen a nearly 5% increase in stock price, currently trading at 37.46 HKD, with a transaction volume of 30.03 million HKD [1] Group 1: Company Developments - The company has secured 500-600 million wet tons of nickel ore resources through investments, equity participation, and long-term agreements [1] - Zhongwei has established four nickel raw material industrial bases in Indonesia, creating an integrated resource-smelting-materials industry chain [1] - The company has built a nickel smelting capacity of 195,000 metal tons, with an equity capacity of approximately 120,000 tons [1] - The annual production capacity of high nickel content is 60,000 tons, which is expected to be fully operational by January 2026, with full production anticipated in 2026 [1] Group 2: Industry Context - Since early 2025, Indonesia has introduced a series of policies, including the SIMBARA full industry chain regulation and mandatory foreign exchange settlement for natural resource exports, aimed at strengthening control over nickel supply and supporting nickel prices [1] - Due to persistently low nickel prices, there may be expectations of reduced nickel ore quotas in 2026, highlighting the need to monitor future changes in Indonesia's quota policies and the current capacity clearance process [1]