智通财经APP获悉，镍业股早盘普涨，截至发稿，新疆新鑫矿业(03833)涨6.49%，报2.05港元；力勤资源(02245)涨4.39%，报18.31港元；中伟新材(02579)涨3.29%，报25.72港元。
消息面上，受厄尔尼诺现象引发的干旱影响，印尼最大镍工业园区的冶炼厂供水受到限制，该园区可能不得不将产量削减多达40%。其媒体关系主管Dedy Kurniawan在声明中表示，如果无法找到新的水源，该工业园可能不得不减产，减幅或达30%至40%。
华创证券认为，镍产业在供给约束、成本抬升、需求分层多重因素共振下，板块中长期配置价值逐步显现。结合企业业务布局，建议关注同时布局镍贸易、湿法与火法产线，能够对冲工艺波动的力勤资源；锁定印尼镍原料、多元前驱材料均衡放量的中伟新材等。
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