Core Viewpoint - The significant reduction in nickel production quotas by Indonesia is expected to drive up nickel prices, benefiting companies like Liqin Resources, which is a leading player in the nickel industry [1] Group 1: Company Overview - Liqin Resources (02245) has seen its stock price increase by over 5%, reaching HKD 29.84, with a trading volume of HKD 273 million [1] - The company is recognized as a global leader in the nickel industry, covering the entire nickel supply chain [1] - Liqin Resources has transitioned from nickel trading to becoming an integrated industrial company, encompassing nickel trading, smelting production, equipment manufacturing, and sales [1] Group 2: Industry Developments - PT Weda Bay Nickel, the world's largest nickel mine, has been informed of a production quota of 12 million tons for this year, a 71% decrease from the 42 million tons expected in 2025, which is significantly below market expectations [1] - Indonesia's Ministry of Energy and Mineral Resources has announced a nickel mining quota of 260-270 million tons for 2026 [1] - Jianghai Securities believes that Indonesia's substantial reduction in nickel mining quotas, along with increased resource taxes and stricter regulations against illegal mining, will systematically raise the central price of nickel [1]
港股异动 | 力勤资源(02245)再涨超5% 印尼供应紧缩预期持续 镍价中枢有望抬升