Group 1 - Nickel industry stocks are experiencing significant gains, with Xinjiang Xinxin Mining up 7.89%, Zhongwei New Materials up 4.4%, and Likun Resources up 2.77% [1] - CITIC Securities reports that Indonesia's nickel production quota for 2026 is expected to be 250-260 million tons, a substantial decrease from 2025, potentially leading to a global nickel supply shortage of 200,000 tons and an increase in LME nickel prices to $22,000 per ton [1] - The regulatory environment in Indonesia is becoming stricter, which is likely to slow down the growth rate of nickel production and support a gradual recovery in nickel prices from their current lows [1] Group 2 - Likun Resources has established a complete industrial chain covering nickel trading, smelting production, equipment manufacturing, and sales [1] - Zhongwei New Materials has made strategic investments in upstream nickel, phosphorus, and lithium resources globally since 2022, acquiring nickel laterite mines in Indonesia, lithium salt lakes in Argentina, and phosphorus mines in Guizhou [1] - Xinjiang Xinxin Mining fully owns four nickel-copper mines and two vanadium mines, along with a fluorite mine [1]
港股异动 | 镍业股涨幅居前 印尼镍矿生产配额减少 机构称镍价有望持续上涨