新疆新鑫矿业(03833)今日盘中大涨7.96%，引起了市场的广泛关注。
消息面上，新疆新鑫矿业发布年度业绩，营业收入达25.61亿元人民币，同比增长11.7%；归属于公司股东的净利润为1.94亿元，同比增长5.6%。增长主要由于电解镍、阴极铜、贵金属物料、电解钴和硫酸等产品销量增加及价格上涨。其中，2025年度电解镍销售量约为12,585吨，同比增长约25.9%。
此外，广州期货发布研报称，精炼镍供应压力明显，印尼消息面交织，推迟暴利税消息或边际利空，但后续印尼实行提升镍产业成本政策的可能性较高，而补充镍矿配额机制对投机情绪热度带来制约，谨慎看待镍价上方弹性。
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