Core Viewpoint - The company is enhancing its communication with global investors by introducing a new investor contact email and establishing a Global Investor Reception Day to promote transparency and engagement [1][2]. Group 1: Investor Communication Enhancements - The company has added a new investor contact email to strengthen its connection with global investors, while the original email remains active [1]. - The company emphasizes its commitment to protecting global investors' interests and adhering to the principle of being investor-centric [1]. Group 2: Global Investor Reception Day - The company will hold a Global Investor Reception Day once a month, allowing investors to gain insights into the company's strategic development and operational status [2]. - The reception will take place on the 10th of each month from 15:00 to 17:00, with adjustments made for public holidays [2]. - Locations for the reception include the company's headquarters in Shenzhen and various other sites, with specifics to be confirmed each month [2]. Group 3: Participation and Logistics - Company representatives, including board members and executives, will attend the reception, with specific attendees confirmed closer to the event [3]. - Investors must register in advance and bring identification for verification upon arrival [3]. - The company will notify registered investors of any changes to the reception schedule due to unforeseen circumstances [3].

Group 1 - The core point of the news is that under Indonesia's tightening nickel supply policy, the joint venture PT Weda Bay Nickel has received preliminary notification from Indonesian authorities to submit an annual work plan and budget with a production quota of 12 million tons, significantly down from previous approvals [1][3] - The initial work plan approved for 2025 was 32 million tons, which was later raised to 42 million tons, indicating a reduction of over 71% in the current year's mining quota [3][4] - Indonesia is the world's largest nickel producer, and the annual work plan and budget (RKAB) must be approved by the government to regulate production quotas and operational arrangements [3][4] Group 2 - The Indonesian government plans to set the total nickel mining production quota for 2026 between 260 million and 270 million tons, which is a decrease of about 30% compared to 379 million tons in 2025 [4][5] - Analysts suggest that Indonesia's policy aims to "raise resource value" by tightening nickel supply to increase prices and attract more investors, especially in light of recent low nickel prices [5][6] - There is a projected gap of 30 million to 40 million tons in nickel supply for 2026, indicating a potential shift from a relatively loose market in 2025 to a systemic shortage if the Indonesian Ministry of Energy and Mineral Resources does not approve additional quotas [5][6] Group 3 - Companies like Greenmei have responded to the tightening supply by terminating plans for capital increases in their Indonesian subsidiary, which has a production capacity of 50,000 tons of high-nickel battery precursor materials [6][7] - Greenmei has secured long-term supply agreements with major nickel suppliers in Indonesia to ensure production needs are met despite the reduced quotas [6][7] - Huayou Cobalt has also indicated that its nickel supply will be secured through joint ventures and long-term supply agreements, with market-based procurement as a supplement [6][7] Group 4 - Despite expectations of supply shortages, nickel prices have not shown a sustained upward trend recently, with the main contract on the Shanghai Futures Exchange dropping by 3.66% to 135,200 yuan per ton [8][9] - Analysts note that while nickel prices have begun to rise, the market is still experiencing a slight supply-demand gap, suggesting a potential upward trend in prices over the long term [9]

为进一步加强格林美股份有限公司（以下简称"公司"）与全球投资者的联 系，积极践行"以投资者为本"的上市公司发展理念，保护好全球投资者利益， 公司现新增一个投资者联系邮箱，详情如下： 证券代码：002340 证券简称：格林美 公告编号：2026-018 格林美股份有限公司 关于新增投资者联系邮箱的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 | 新增事项 | 新增前 | 新增后 | | --- | --- | --- | | 投资者联系邮箱 | info@gem.com.cn | info@gem.com.cn | | | | ir@gem.com.cn（新增） | 格林美股份有限公司董事会 上述新增不涉及对《公司章程》的修订及工商登记事宜。自本公告披露之日 起，新增投资者联系邮箱正式启用，原投资者联系邮箱持续有效，欢迎全球投资 者积极与公司沟通交流。除上述新增外，公司办公地址、联系电话、传真等其他 联系方式均保持不变，具体情况如下： 二〇二六年二月十三日 办公地址：深圳市宝安区新安街道海旺社区宝兴路88号星通大厦43楼 联系电话：0755-333866 ...

证券代码：002340 证券简称：格林美 公告编号：2026-019 格林美股份有限公司 关于设立全球投资者接待日的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 为便于全球投资者全面、深入地了解格林美股份有限公司（以下简称"公司"） 的战略发展规划和生产经营情况，积极践行"以投资者为本"的上市公司发展理 念，提升公司价值，保护好全球投资者权益，公司决定设立全球投资者接待日， 每月召开一次全球投资者接待日活动，现将有关情况公告如下： 3、召开地点：公司深圳总部、荆门园区、武汉园区、无锡园区、印尼园区， 具体以每个月实际召开地点为准。 4、以上召开时间如处于公司定期报告、业绩预告、业绩快报及其他重大事 项等信息披露敏感期间，公司不接待投资者来访，请广大投资者予以理解与配合。 二、公司出席人员 公司董事会代表、高管代表，具体人员以实际出席为准。 三、投资者参加方式及问题征集 为方便投资者了解并报名参加每月召开的投资者接待日活动，请有意参与活 动的投资者通过扫描下方二维码关注"GEM 格林美"微信公众号。公司将在每 月 5 日前在"GEM 格林美"微信公众号上 ...

龙头动态：年末业绩亮眼，产能布局提速 镍相关龙头企业年末表现突出：格林美2025年净利预增40%-70%，印尼镍项目全面达产，动力电池回收 业务量价齐升；华友钴业净利预增40.8%-55.24%，印尼湿法镍项目成本优势显著，镍产品营收同比大 增，两家企业均凭借一体化布局对冲价格波动风险。 节前操作+春节前瞻：规避风险，紧盯三大变量 ccmn沪镍走势：今日午盘后沪期镍震荡下跌，沪期镍主力月2603合约开盘报138100元/吨，盘中最高报 138680元/吨，最低价报134000元/吨，收盘报135190元/吨，下跌5130元/吨，跌幅为3.66%，沪镍主力月 2603主力合约成交量370679手。 节前行情把握：短期镍价受宏观情绪主导，建议轻仓观望，规避春节长假不确定性，不盲目抄底。春节 假期重点关注三大变量：美联储政策信号、印尼镍矿配额落地情况、海外美股及美元走势；前瞻节后交 易，需重点跟踪国内下游复工需求复苏节奏，提前布局供需边际变化节点。 据长江有色属网统计：2月13日ccmn长江综合1#镍价135250元/吨-144850元/吨，均价报140050元/吨，较 前一日价格下跌5300元，长江现货1#镍报1 ...

2月13日，A股市场震荡回调，沪指跌超1%，电池板块调整。截至14:45，同类规模领先的电池ETF汇添富（159796）跌近1%，呈现十字星，成交额近2亿 元，交投活跃，资金大举涌入，电池ETF汇添富（159796）昨日吸金超1亿元。 消息面上，2025年全球动力电池出货量达1495.1GWh，同比增长42.2%，增速较此前提升20.7个百分点，中国7家电池企业位列全球动力电池出货量前十。 【出口强劲：2025年海外市场延续高增长态势，中资厂商市占率进一步抬升】 交银国际表示，2025年海外动力电池市场延续高增长态势，中资厂商市占率进一步抬升。SNE Research数据显示，2025年全球动力电池装车量同比增长 31.7%至1,187GWh，中国以外市场装车量同比增长26.0%至463.3GWh。竞争格局方面，韩国三大厂（LG Energy Solution、Samsung SDI、SK On）合计市占 率同比下滑7.4ppts至36.3%，其中三星SDI装机量同比下降6.7%。相比之下，中国企业依托LFP技术路线持续放大成本优势，全球出货量前十厂商中中企占 比同比提升9.6ppts至47.2%。其中宁德时 ...

Group 1 - The core viewpoint of the news highlights the decline of the China Rare Earth Industry Index by 1.00% as of February 13, 2026, with mixed performance among constituent stocks, indicating market volatility in the rare earth sector [1] - China Minmetals Import and Export Chamber of Commerce announced a conference on March 25, 2026, to discuss export policies and market conditions for rare earth and rare metals, aiming to address challenges faced by enterprises in exports [1] - Huaxi Securities reported that QS Company's solid-state battery technology has achieved delivery of the QSE-5 cell and completion of the Eagle production line, reflecting the urgent global demand for higher-performance batteries, with rare earth-based catalysts and hydrogen storage materials accelerating into next-generation energy technologies [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the China Rare Earth Industry Index include Northern Rare Earth, Goldwind Technology, Xiamen Tungsten, and others, collectively accounting for 61.43% of the index [2] - The Jiashi Rare Earth ETF (516150) closely tracks the China Rare Earth Industry Index, serving as a convenient tool for investors to access the domestic rare earth industry chain [2] - Investors can also utilize the Jiashi Rare Earth ETF linked fund (011036) to seize investment opportunities in the rare earth sector [3]

每经记者｜黄鑫磊 每经编辑｜金冥羽 陈星 记者|黄鑫磊 编辑|金冥羽 陈星 杜波 校对|许绍航 近日，印尼能源与矿产资源部宣布，将2026年镍矿RKAB开采配额锁定在2.6亿吨左右，较2025年的3.79亿吨骤降约30%，叠加印尼韦达湾镍矿配额缩减超 7成的消息，迅速引发全球镍价大涨。 面对供应链变局，不同业务结构的国内镍企应对态势呈现分化。有冶炼端企业如盛屯矿业（SH600711，股价16.98元，市值524.79亿元）凭借库存缓冲行 情变动，并认为短期内镍价会出现宽幅震荡，而长期会形成对镍价的支撑。 镍价大涨 公开数据显示，近期镍价受印尼政策催化呈现剧烈波动，内外盘价格同步走强。 2月11日，沪镍主力2603合约以13.34万元/吨开盘，午后突然放量拉升，盘中一度突破14万元/吨，最终收于13.94万元/吨，单日涨幅4.02%；2月12日，沪镍 主连（NI888）期货报收13.96万元/吨，涨幅为1.79%。 伦镍方面，2月11日，LME伦镍日内涨超3%，报18015美元/吨，当前注册仓单275574吨，注销仓单10176吨，增加384吨，镍库存285750吨，与上一日持 平；LME期镍收涨390美元，报 ...

Market Analysis - The A-share market is experiencing a consolidation phase, with the technology sector leading the gains. On February 12, the Shanghai Composite Index rose by 0.05% to 4134.02 points, while the Shenzhen Component increased by 0.86% and the ChiNext Index by 1.32%. The total trading volume for the day was 2.16 trillion yuan, compared to 2 trillion yuan the previous day [6][7]. - The technology sector is showing strong performance, particularly in AI computing concepts, with companies like Dazhi Technology recording four consecutive trading limits. Additionally, the resource sector is also on the rise, with small metal concepts seeing gains due to a decrease in Indonesia's nickel production quota for 2026 [7][8]. Currency and Policy Impact - The continuous strength of the RMB is driving the spring market rally, with the USD/CNY exchange rate breaking through 6.9. This upward trend in the RMB is contributing to a relatively strong market, despite a decrease in trading volume as the Chinese New Year approaches [7][8]. - The report anticipates that the spring market will continue, with a focus on policy and event-driven sensitive themes. Key sectors expected to perform well include photovoltaic technology, commercial aerospace, and non-ferrous metals [8]. Bond Market - The bond market is showing narrow fluctuations, with the 30-year main contract down by 0.03% and the 10-year contract up by 0.02%. The People's Bank of China has conducted a net injection of 448 billion yuan, indicating a stable liquidity expectation [12][9]. - The overall sentiment in the bond market remains positive, supported by a moderately loose monetary policy and ongoing demand for bond investments [12][9]. Commodity Market - The commodity market is mixed, with some prices rising and others falling. Lithium carbonate prices have increased by 3.66%, driven by low inventory levels, while other commodities like palm oil have seen declines [12][13]. - The report highlights that the low inventory of lithium carbonate, currently at 107,056 tons, may provide upward price momentum in the future, especially as demand is expected to grow post-holiday [12][13]. Trading Hotspots - Recent hot trading varieties include AI applications, commercial aerospace, nuclear fusion, quantum technology, brain-machine interfaces, and robotics, all of which are supported by government policies and technological advancements [14][15]. - The report suggests a balanced allocation strategy in technology and consumer sectors, with a focus on low-cost opportunities as the market continues to evolve [16].

Market Overview - A total of 60 stocks hit the daily limit up, while 19 stocks faced limit down, resulting in a sealing rate of 76% [1] - The three major indices closed higher, with the ChiNext Index and the Sci-Tech 50 Index both rising over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.14 trillion yuan, an increase of 157.5 billion yuan compared to the previous trading day [1] - Despite the overall market performance, over 3,200 stocks declined [1] Sector Performance - Leading sectors included computing power leasing, power grid equipment, liquid cooling servers, and small metal sectors [1] - Conversely, the film, food and beverage, tourism, and retail sectors experienced declines [1] Stock Analysis - The rate of stocks achieving consecutive limit ups increased to 45.45%, with five stocks hitting limit up for three days or more [3] - High-profile stocks such as Hengdian Film and Jin Niu Chemical faced significant declines, impacting the film sector negatively [3] - The recent surge in price concepts has spread from cyclical sectors to the computing power industry chain, indicating market caution regarding uncertainties during the upcoming holiday [3] Key Stocks - Major stocks achieving consecutive limit ups include Dazhi Technology, Decai Co., Zhangyue Technology, and Yabo Co., all reaching four consecutive limit ups [4] - Dazhi Technology's stock price surged due to the rising demand for computing power, with a notable increase in the stock price of 10% [5] - The liquid cooling server sector saw strong performance following a report from a supplier, with several stocks hitting limit up [6] Commodity Trends - The tungsten market remains strong, with ammonium paratungstate (APT) prices exceeding 1 million yuan per ton [7] - The export of tungsten products is projected to decline by 27.5% year-on-year, which may support higher prices for upstream mining resources [7] - The energy metals sector, including nickel and cobalt, has also shown strength due to supply cuts announced by Indonesia [7] Future Outlook - The market demonstrated resilience against selling pressure, with major indices closing in the green [9] - Despite a significant number of stocks hitting limit up, there remains a divergence in market sentiment regarding future performance [9] - The potential for upward movement in indices is supported by technical indicators, with the Shanghai Composite Index maintaining levels above its 20-day moving average [9]