公司基本面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，主营业务与镍价关 联度较高。中邮证券此前分析指出，镍是2024年以来有色金属板块中少数未经历显著上涨的品种，若印 尼政策导致供需缺口，镍价可能具备补涨弹性。 股票近期走势截至2026年2月11日收盘，新疆新鑫矿业股价报2.73港元，单日涨幅10.08%，成交额约 1.65亿港元，显著高于前一交易日水平。同日，A股有色金属板块亦普遍上涨，申万有色金属指数上涨 2.70%，反映市场对金属供应事件的整体反应。 经济观察网 新疆新鑫矿业（03833.HK）股价在2026年2月11日出现显著上涨，主要与镍市场供应收紧的 预期相关。 股价异动原因消息面上，印度尼西亚要求全球最大的镍矿——韦达湾镍矿将矿石开采配额削减70%。这 一供应收缩的预期推动伦敦金属交易所（LME）镍期货当日上涨2.6%，进而提振了市场对镍相关企业 的关注度。 ...

消息面上，伦敦金属交易所镍期货涨2.6%。据悉，印度尼西亚要求韦达湾镍矿(全球最大镍矿)把矿石配 额削减70%。中邮证券此前指出，镍是有色金属中少有的缺席2024年至今有色牛市的品种。该行认为， 一旦印尼政策使得品种出现供需缺口，或存在一定的高弹性补涨的可能性。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。 新疆新鑫矿业(03833)尾盘涨超7%，截至发稿，涨7.66%，报2.67港元，成交额1337.18万港元。 ...

消息面上，伦敦金属交易所镍期货涨2.6%。据悉，印度尼西亚要求韦达湾镍矿(全球最大镍矿)把矿石配 额削减70%。中邮证券此前指出，镍是有色金属中少有的缺席2024年至今有色牛市的品种。该行认为， 一旦印尼政策使得品种出现供需缺口，或存在一定的高弹性补涨的可能性。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。 智通财经APP获悉，新疆新鑫矿业(03833)尾盘涨超7%，截至发稿，涨7.66%，报2.67港元，成交额 1337.18万港元。 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 本月底法定/註冊股本總額： RMB 552,500,000 第 1 頁 共 10 頁 v 1.2.0 FF301 致：香港交易及結算所有限公司 公司名稱: 新疆新鑫礦業股份有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03833 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 950,580,000 | RMB | | 0.25 | RMB | | 237,645,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | ...

Group 1 - Nickel industry stocks are experiencing significant gains, with Xinjiang Xinxin Mining up 7.89%, Zhongwei New Materials up 4.4%, and Likun Resources up 2.77% [1] - CITIC Securities reports that Indonesia's nickel production quota for 2026 is expected to be 250-260 million tons, a substantial decrease from 2025, potentially leading to a global nickel supply shortage of 200,000 tons and an increase in LME nickel prices to $22,000 per ton [1] - The regulatory environment in Indonesia is becoming stricter, which is likely to slow down the growth rate of nickel production and support a gradual recovery in nickel prices from their current lows [1] Group 2 - Likun Resources has established a complete industrial chain covering nickel trading, smelting production, equipment manufacturing, and sales [1] - Zhongwei New Materials has made strategic investments in upstream nickel, phosphorus, and lithium resources globally since 2022, acquiring nickel laterite mines in Indonesia, lithium salt lakes in Argentina, and phosphorus mines in Guizhou [1] - Xinjiang Xinxin Mining fully owns four nickel-copper mines and two vanadium mines, along with a fluorite mine [1]

Group 1 - Nickel industry stocks have shown significant gains, with Xinjiang Xinxin Mining (03833) up 7.89% to HKD 3.01, Zhongwei New Materials (300919) (02579) up 4.4% to HKD 39.88, and Likun Resources (02245) up 2.77% to HKD 27.5 [1] - CITIC Securities reports that the Indonesian government is expected to set the annual nickel ore production quota for 2026 at 250-260 million tons, a substantial decrease from the 2025 quota [1] - If the 2026 production quota is implemented, Indonesia's nickel output is projected to decline to 2.6-2.7 million tons, leading to a global nickel supply shortage of 200,000 tons and a potential increase in LME nickel prices to USD 22,000 per ton [1] - The regulatory environment for the mining industry in Indonesia is becoming increasingly stringent, which is expected to slow down the growth rate of nickel production and gradually improve nickel prices from the bottom [1] Group 2 - Likun Resources has established a complete industrial chain covering nickel ore trading, smelting production, equipment manufacturing, and sales [1] - Zhongwei New Materials has made strategic investments in upstream nickel, phosphorus, lithium, and other mineral resources globally since 2022, acquiring resources such as Indonesian laterite nickel ore, Argentine lithium salt lakes, and Guizhou phosphorus mines [1] - 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]

Group 1 - Indonesia's government expects nickel ore production quotas for 2026 to be between 250 million tons and 260 million tons, a significant decline from 2025's quotas [1] - The Indonesian government is tightening regulations on nickel mining, including increasing the tax rate on nickel ore from a fixed 10% to a floating range of 14%-19% and implementing stricter controls on new nickel smelting capacity [1] - CITIC Securities predicts that if the 2026 production quotas are implemented, Indonesia's nickel output could drop to 2.6 million to 2.7 million tons, leading to a global nickel supply shortage of 200,000 tons and potentially raising LME nickel prices to $22,000 per ton [1] Group 2 - Liqin Resources has submitted application materials for a proposed A-share issuance to the Shenzhen Stock Exchange and has received an acceptance notice, indicating its involvement in the complete nickel industry chain [2] - Zhongwei New Materials has strategically invested in upstream nickel, phosphorus, and lithium resources globally since 2022, with expectations to self-supply 30,000 tons of metal nickel by 2026, enhancing profits by 20-30 million yuan [2] - Xinjiang Xinxin Mining owns several nickel-copper mines and other mineral resources, indicating its significant presence in the mining sector [2]

Group 1: Nickel Production and Regulation - The Indonesian government expects nickel production quotas for 2026 to be between 250 million tons and 260 million tons, a significant decrease from 2025 [1] - The Indonesian government has adjusted the nickel benchmark tax rate from a fixed 10% to a floating range of 14%-19% [1] - New regulations have been introduced to strictly control the construction of new nickel pyrometallurgical smelting capacities, with penalties for illegal nickel mining reaching up to 6.5 billion Indonesian Rupiah per hectare [1] Group 2: Market Impact and Price Forecast - Citic Securities predicts that if the 2026 nickel production quotas are implemented, Indonesia's nickel output could decline to 2.6 million to 2.7 million tons, leading to a global nickel supply shortage of 200,000 tons and a potential increase in LME nickel prices to $22,000 per ton [1] - Long-term regulatory tightening in Indonesia is expected to slow down nickel production growth, with nickel prices likely to recover from their lows [1] Group 3: Company Developments - Liqin Resources (02245) has submitted application materials for an A-share issuance to the Shenzhen Stock Exchange and has received acceptance notification, indicating its involvement in the complete nickel industry chain [2] - Zhongwei New Materials (02579) has made strategic investments in upstream nickel, phosphorus, and lithium resources globally since 2022, with expectations of producing 30,000 tons of metal nickel by 2026, enhancing profits significantly [2] - Xinjiang Xinxin Mining (03833) owns several nickel-copper mines and other mineral resources, indicating its active role in the nickel mining sector [2]

责任编辑：卢昱君 香港联交所最新资料显示，1月21日，董事会副主席周传有减持新疆新鑫矿业（03833）40万股，每股作 价2.72港元，总金额为108.8万港元。减持后最新持股数目为8690万股，最新持股比例为9.14%。 香港联交所最新资料显示，1月21日，董事会副主席周传有减持新疆新鑫矿业（03833）40万股，每股作 价2.72港元，总金额为108.8万港元。减持后最新持股数目为8690万股，最新持股比例为9.14%。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

Group 1 - The vice chairman of the board, Zhou Chuan You, reduced his holdings in Xinjiang Xinxin Mining (03833) by 400,000 shares at a price of HKD 2.72 per share, totaling HKD 1.088 million [1] - After the reduction, the latest number of shares held is 86.9 million, representing a holding percentage of 9.14% [1]