港股异动 | 新疆新鑫矿业(03833)涨超9% 镍矿计价公式修订落地 公司去年电解镍销量增超25%

智通财经
Apr 14

智通财经APP获悉,新疆新鑫矿业(03833)涨超9%,截至发稿,涨9.22%,报2.37港元,成交额2869.14万港元。

消息面上,据我的钢铁网消息,4月13日印尼ESDM开展关于修订印尼镍矿基准价格(HPM)的会议,将1.6%品位镍矿的修正系数(CF)由原先的17%上调至30%,并规定镍品位每增加/减少0.1%,系数相应减少/增加1%。中信期货认为,镍矿计价方式调整超预期落地,整体对镍产业链成本端的支撑力度超过此前市场预期,预计镍价仍将维持偏强走势,但上方高度或在一定程度上受到高库存压制,后续需持续关注库存实际拐点出现。

新疆新鑫矿业此前发布年度业绩,营业收入25.61亿元人民币,同比增长11.7%;归属于公司股东的净利润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%。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10