新疆新鑫矿业(03833)再涨超6%，月内涨超30%。截至发稿，涨5.45%，报2.71港元，成交额2591.45万港 元。 中金表示，考虑到当前收紧镍矿配额对印尼经济冲击较小，且镍价抬升有利于增加税收，提升本土资源 的价值，收紧镍矿配额政策最终落实的概率较大。广州期货则表示，印尼政府表示配额方案尚在内部讨 论阶段，而且近年印尼镍矿配额政策相关消息曾多次在反复炒作后被证伪，加上矿企可以补充申请配额 或者从菲律宾进口镍矿，因此该消息对镍影响可能被高估。 分时图 日K线 周K线 月K线 2.85 0.13 4.78% 4.78% 3.31% 1.47% 0.00% 1.47% 3.31% 4.78% 2.59 2.63 2.68 2.72 2.76 2.81 2.85 09:30 10:30 12:00/13:00 14:00 16:10 0 19万 38万 57万 新疆新鑫矿业 消息面上，据印尼镍矿商协会表示，政府在2026年工作计划和预算(RKAB)中提出的镍矿产量目标约2.5 亿吨，较2025年设定的3.79亿吨大幅下降。公开资料显示，新疆新鑫矿业旗下全资拥有喀拉通克、黄山 东、黄山和香山四座镍铜矿，拥有湘 ...

智通财经APP获悉，新疆新鑫矿业(03833)再涨超6%，月内涨超30%。截至发稿，涨5.45%，报2.71港 元，成交额2591.45万港元。 中金表示，考虑到当前收紧镍矿配额对印尼经济冲击较小，且镍价抬升有利于增加税收，提升本土资源 的价值，收紧镍矿配额政策最终落实的概率较大。广州期货则表示，印尼政府表示配额方案尚在内部讨 论阶段，而且近年印尼镍矿配额政策相关消息曾多次在反复炒作后被证伪，加上矿企可以补充申请配额 或者从菲律宾进口镍矿，因此该消息对镍影响可能被高估。 消息面上，据印尼镍矿商协会表示，政府在2026年工作计划和预算(RKAB)中提出的镍矿产量目标约2.5 亿吨，较2025年设定的3.79亿吨大幅下降。公开资料显示，新疆新鑫矿业旗下全资拥有喀拉通克、黄山 东、黄山和香山四座镍铜矿，拥有湘河街和穆家河两座钒矿，还有卡尔恰尔萤石矿。 ...

消息面上，近期报道指，据印尼镍矿商协会（APNI）表示，政府在2026年工作计划和预算（RKAB） 中提出的镍矿石产量目标约为2.5亿吨，较2025年RKAB设定的3.79亿吨大幅下降34%。中信期货认为， 若最终配额按此计划落地，则对镍端26年平衡有较大影响，过剩预期将明显下滑。据悉，新疆新鑫矿业 旗下全资拥有喀拉通克、黄山东、黄山和香山四座镍铜矿，拥有湘河街和穆家河两座钒矿，还有卡尔恰 尔萤石矿。 新疆新鑫矿业(03833)涨超5%，截至发稿，涨5.22%，报2.62港元，成交额3472.88万港元。 ...

消息面上，近期报道指，据印尼镍矿商协会（APNI）表示，政府在2026年工作计划和预算（RKAB） 中提出的镍矿石产量目标约为2.5亿吨，较2025年RKAB设定的3.79亿吨大幅下降34%。中信期货认为， 若最终配额按此计划落地，则对镍端26年平衡有较大影响，过剩预期将明显下滑。据悉，新疆新鑫矿业 旗下全资拥有喀拉通克、黄山东、黄山和香山四座镍铜矿，拥有湘河街和穆家河两座钒矿，还有卡尔恰 尔萤石矿。 智通财经APP获悉，新疆新鑫矿业(03833)涨超5%，截至发稿，涨5.22%，报2.62港元，成交额3472.88万 港元。 ...

新疆新鑫矿业 分时图 日K线 周K线 月K线 2.16 0.10 4.85% 12.62% 8.25% 4.37% 0.00% 4.37% 8.25% 12.62% 1.80 1.89 1.97 2.06 2.15 2.23 2.32 09:30 10:30 12:00/13:00 14:00 16:10 0 19万 38万 57万 新疆新鑫矿业(03833)涨超12%，截至发稿，涨11.65%，报2.3港元，成交额1016.56万港元。 消息面上，印尼镍矿商协会(APNI)透露，2026年工作计划和预算(RKAB)中提出的镍矿石产量约为2.5亿 吨，较2025年RKAB中3.79亿吨的产量目标大幅下降。APNI秘书长梅迪.卡特琳.伦基解释说，原矿生产 计划的设定低于今年，是为了防止镍价进一步下跌。公开资料显示，新疆新鑫矿业旗下全资拥有喀拉通 克、黄山东、黄山和香山四座镍铜矿，拥有湘河街和穆家河两座钒矿，还有卡尔恰尔萤石矿。 ...

Group 1 - Xinjiang Xinxin Mining (03833) saw a stock price increase of over 12%, currently trading at 2.3 HKD with a transaction volume of 10.1656 million HKD [1] - The Indonesian Nickel Miners Association (APNI) announced a significant reduction in nickel ore production targets for 2026, estimating a production of approximately 250 million tons, down from 379 million tons in 2025 [1] - APNI Secretary General Medi Katrin Lunky explained that the lowered production plan aims to prevent further declines in nickel prices [1] Group 2 - Xinjiang Xinxin Mining fully owns four nickel-copper mines: Kalatongke, Huangshandong, Huangshan, and Xiangshan, as well as two vanadium mines: Xianghejie and Mujiahe, and the Kalchaer fluorite mine [1]

2025年12月17日，蒙古国家统计局公布数据称，2025年1—11月，蒙古工业总产值达47.1万亿图格里克 （约合132.9亿美元），同比增长1.6%。其中，制造业产值同比增长约9%，对工业总产值增长贡献率达 995%；采矿业中，铁矿石、铜精粉及萤石矿产量同比分别增长3.6%—66.6%不等，黄金、焦煤、石油等 产量分别下降0.6%—49.2%不等。2025年1—11月，蒙古工业产品销售额达51.8万亿图格里克（约合 146.2亿美元），同比增长9.5%。其中，采矿业对工业产品销售额增长贡献率达60%。从矿产类型看， 煤炭占矿产品销售额的37.6%，金属矿石占58.5%，石油占2.4%，其他矿产占1.4%。 ...

Core Viewpoint - The company is actively progressing with the application for the safety production license for its fluorite mine and will comply with disclosure obligations as required [1] Group 1 - The company has submitted materials for the safety production license application for its fluorite mine [1] - The safety production license processing is being carried out in an orderly manner [1] - The company will strictly adhere to relevant regulations for information disclosure if any circumstances arise that require it [1]

Core Insights - Mongolia's total export value from January to October 2025 reached $12.231 billion, reflecting a year-on-year decline of 7.4% [1] Export Performance by Commodity - Copper concentrate exports totaled 1.8558 million tons, increasing by 36.7% year-on-year, with a value of $4.531 billion, up 73.1% [1] - Coal exports amounted to 6.49732 million tons, showing a slight decline of 1.4% year-on-year, valued at $4.332 billion, down 40.7% [1] - Iron concentrate exports reached 0.72185 million tons, increasing by 18.5% year-on-year, with a value of $0.52 billion, up 5.3% [1] Other Mineral Exports - Crude oil exports were 2.9598 million barrels, down 13.4% year-on-year, valued at $0.218 billion, a decrease of 20.2% [1] - Fluorspar exports totaled 1.3891 million tons, increasing by 31.5% year-on-year, valued at $0.253 billion, up 1.2% [1] - Zinc concentrate exports reached 0.126 million tons, increasing by 16.8% year-on-year, valued at $0.196 billion, up 25.6% [1] Precious and Other Metals - Gold ore exports were 8.46035 million tons, down 18.7% year-on-year, valued at $0.919 billion, an increase of 15.9% [1] - Tungsten ore exports were 0.001 million tons, increasing by 6.4% year-on-year, valued at $0.014 billion, up 30.9% [1] - Molybdenum ore exports totaled 0.0047 million tons, down 2.8% year-on-year, valued at $0.078 billion, an increase of 2.6% [1]

Core Viewpoint - The Sichuan Provincial Natural Resources Department has publicly auctioned five mineral exploration rights, including two gold mines, one copper mine, one phosphate mine, and one fluorite mine, indicating a strategic move to enhance resource allocation and industry development in the region [1] Group 1: Mineral Exploration Rights - Five mineral exploration rights include: - JiuLong County Haizi Shang Gold Mine - DeGe County Anbi Longba Gold Mine - LeiBo County MaJingZi Dong Phosphate Mine - MianNing County BaiMa Mountain Fluorite Mine - HuiLi City HongFa Copper Mine [1] - The announcement for these exploration rights was published on November 12 across multiple platforms, with the registration deadline set for December 11 at 12 PM [1] Group 2: Sichuan's Mineral Resources - Sichuan is a major province for mineral resources, with favorable geological conditions and a rich distribution of strategic mineral resources, serving as an important energy security base for the country [1] - The province has discovered 136 types of minerals, with confirmed resource reserves for 100 types, and ranks first in the country for resource volume in eight mineral types, including titanium ore [1] Group 3: Policy and Future Outlook - In recent years, Sichuan has increased the intensity of mineral rights transfers, utilizing methods such as bidding, auctioning, and public listing to efficiently allocate mining rights [1] - The province aims to achieve a "double hundred" breakthrough in both the number of mining rights transferred and revenue in 2024 [1]