智通财经APP获悉，中伟新材(02579)涨超6%，截至发稿，涨6.36%，报36.46港元，成交额1.19亿港元。 根据国泰海通证券研报，中伟股份持续布局全球矿产资源，目前已拥有印尼镍矿冶炼产能近20万金吨、 阿根廷盐湖锂矿超1000万吨碳酸锂当量以及近亿吨磷矿石资源。东吴证券此前指出，展望26年，资源 端，该行预计公司26年有望自供权益3万吨金属镍，自供比例达25%+，有望增厚利润2-3亿元；同时金 属镍价格若小幅提升，将带来明显盈利弹性。 消息面上，据报道，印尼能源和矿产资源部部长Bahlil Lahadalia周四表示，印尼将根据行业需求调整其 镍配额，减少配额是为了支持印尼矿产品的价格，也将实施类似举措以支撑镍价，但他没有透露2026年 的配额水平，只是重申将对配额进行调整，以满足当地冶炼厂的需求。 ...

Group 1 - The core viewpoint of the article highlights that Zhongwei New Materials (02579) has seen a stock price increase of over 6%, currently trading at 36.46 HKD with a transaction volume of 119 million HKD [1] - Indonesia's Minister of Energy and Mineral Resources, Bahlil Lahadalia, announced that the country will adjust its nickel quotas based on industry demand, aiming to support the prices of Indonesian mineral products [1] - The specific quota levels for 2026 were not disclosed, but the minister reiterated that adjustments will be made to meet the needs of local smelters [1] Group 2 - According to a report from Guotai Junan Securities, Zhongwei Co. (300919) is actively expanding its global mineral resource portfolio, currently holding nearly 200,000 tons of nickel smelting capacity in Indonesia, over 10 million tons of lithium carbonate equivalent from Argentine salt lakes, and nearly 100 million tons of phosphate rock resources [1] - Dongwu Securities previously indicated that by 2026, the company is expected to self-supply 30,000 tons of metal nickel, achieving a self-supply ratio of over 25%, which could enhance profits by 200-300 million RMB [1] - A slight increase in metal nickel prices is anticipated to bring significant profit elasticity for the company [1]