中伟新材拉升，公司称镍价上涨对经营利润有积极影响，镍项目产能将持续释放

Core Viewpoint - Zhongwei New Materials (02579) has seen a significant increase in stock price, attributed to its strategic investments and partnerships in nickel resources, which are expected to enhance profitability amid tightening nickel export quotas [1] Group 1: Company Performance - Zhongwei New Materials' stock price rose by over 4% in the morning session, currently trading at 40.3 HKD with a transaction volume of 75.8574 million HKD [1] - The company has secured a supply of 600 million wet tons of nickel ore through various investment and partnership strategies, which is anticipated to positively impact profitability as nickel prices rise [1] Group 2: Industry Insights - According to Everbright Futures, short-term policies in Indonesia are supporting nickel prices, while potential future quota increases and high inventory levels may exert downward pressure on prices [1] - Guoxin Securities noted that the company's nickel product shipments are consistently increasing, indicating stable operational performance, with expectations for nickel project capacity to continue to ramp up [1] - The company has established nickel smelting capacity of 195,000 metal tons, creating a vertically integrated ecosystem from resource extraction to material production, which is expected to benefit from rising LME nickel prices [1]