智通财经APP获悉，新疆新鑫矿业(03833)午后涨超4%，截至发稿，涨3.96%，报2.36港元，成交额852.74万港元。
消息面上，随着印尼HPM新政的推出，矿端成本抬升逻辑走强，镍价持续上涨并突破14万关口。此外，硫磺作为湿法冶炼关键原料短期难有替代。目前多数印尼MHP企业库存仅可用至5月，若硫磺运输持续受阻，部分工厂面临停产风险。
新疆新鑫矿业年度业绩显示，全年营业收入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%。
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