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]

Core Viewpoint - Xinjiang Xinxin Mining (03833) has experienced a decline of over 17%, yet its year-to-date increase remains above 2.8 times [1] Company Summary - Xinjiang Xinxin Mining announced plans to issue A-shares and list on a Chinese stock exchange to promote sustainable growth in revenue and shareholder returns [1] - The company fully owns four nickel-copper mines: Kalatongke, Huangshan East, Huangshan, and Xiangshan, as well as two vanadium mines: Xianghe Street and Mujia River, and a fluorite mine: Kalchaer [1] Industry Summary - According to Jianyin International, recent changes in Indonesia's RKAB regulations and increased mining supervision, along with the declaration of force majeure at the world's second-largest copper mine, have raised global metal supply concerns [1] - Nickel prices surged past 124,000 due to these factors, but the fundamental oversupply of primary nickel has not changed significantly, indicating that nickel prices may face upward pressure [1]

Core Viewpoint - Xinjiang Xinxin Mining (03833) has seen its stock price double over the past eight trading days, with a recent increase of over 6%, currently trading at HKD 3.78, with a transaction volume of HKD 31.8792 million [1] Group 1: Company Developments - The board of Xinjiang Xinxin Mining has approved plans to issue A-shares and list on a Chinese stock exchange to promote sustainable growth in revenue and shareholder returns [1] - Xinjiang Xinxin Mining fully owns four nickel-copper mines: Kalatongke, Huangshandong, Huangshan, and Xiangshan, as well as two vanadium mines: Xianghe Street and Mujia River, and the Karachar fluorite mine [1] Group 2: Recent Projects and Acquisitions - On September 20, a production ceremony for the 1.2 million tons per year mining project at the Karachar fluorite mine was held in Ruoqiang County [1] - In February, Xinjiang Xinxin Mining announced plans to acquire a 51% stake in Xinjiang Huao Mining for approximately RMB 1.098 billion, which will result in the target company becoming a non-wholly-owned subsidiary, with its financial data consolidated into the company's financial statements upon completion [1]

Core Viewpoint - Xinjiang Xinxin Mining (03833) has seen its stock price double over the past eight trading days, with a recent increase of over 6%, indicating strong market interest and potential growth prospects [1] Company Developments - The board of Xinjiang Xinxin Mining has approved plans to issue A-shares and list on a Chinese stock exchange to promote sustainable growth in revenue and shareholder returns [1] - According to the semi-annual report, 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] Recent Projects - On September 20, a production ceremony for the 1.2 million tons per year Kalchaer fluorite mine project was held in Ruoqiang County, indicating ongoing expansion in mining operations [1] - In February, Xinjiang Xinxin Mining announced plans to acquire a 51% stake in Xinjiang Huao Mining for approximately RMB 1.098 billion, which will result in the target company becoming a non-wholly-owned subsidiary, with its financials consolidated into Xinjiang Xinxin Mining's financial statements [1]

Core Viewpoint - Xinjiang Xinxin Mining (03833) has seen its stock price increase by over 15% since announcing its A-share listing on September 25, with the price nearly doubling since then [1] Group 1: Stock Performance - As of the latest update, the stock price rose by 12.66%, reaching HKD 3.47, with a trading volume of HKD 65.0876 million [1] Group 2: Company Developments - Xinjiang Xinxin Mining's board has approved the issuance of A-shares and plans to list on a Chinese stock exchange to promote sustainable growth in revenue and shareholder returns [1] - The company fully owns four nickel-copper mines: Kalatongke, Huangshan East, Huangshan, and Xiangshan, as well as two vanadium mines: Xianghe Street and Mujiahe, and a fluorite mine: Kalchaer [1]