港股异动 | 力勤资源(02245)再涨超4% 印尼频繁调整政策希望托底镍价公司已全面覆盖镍产业链

智通财经2025-12-22

智通财经APP获悉，力勤资源(02245)再涨超4%，近四个交易日累涨超23%。截至发稿，涨4.5%，报19.74港元，成交额3570.43万港元。银河期货发布研报称，近期印尼频繁调整政策，希望托底镍价，包括收缩RKAB配额至2.5亿吨、对钴征税、以及环保监管等举措，刺激镍价超跌反弹。其中最为重要的是印尼RKAB的配额自今年的3.79亿吨大幅降至2.5亿吨，市场较为担忧印尼明年待投产的镍产品项目...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2593494177?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-12-22 10:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2593494177","market":"hk","top_or_hot":-1,"title":"港股异动 | 力勤资源(02245)再涨超4% 印尼频繁调整政策希望托底镍价 公司已全面覆盖镍产业链","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，力勤资源(02245)再涨超4%，近四个交易日累涨超23%。截至发稿，涨4.5%，报19.74港元，成交额3570.43万港元。银河期货发布研报称，近期印尼频繁调整政策，希望托底镍价，包括收缩RKAB配额至2.5亿吨、对钴征税、以及环保监管等举措，刺激镍价超跌反弹。其中最为重要的是印尼RKAB的配额自今年的3.79亿吨大幅降至2.5亿吨，市场较为担忧印尼明年待投产的镍产品项目...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1384237.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 力勤资源(02245)再涨超4% 印尼频繁调整政策希望托底镍价 公司已全面覆盖镍产业链</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 力勤资源(02245)再涨超4% 印尼频繁调整政策希望托底镍价 公司已全面覆盖镍产业链\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-22 10:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1384237.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，力勤资源(02245)再涨超4%，近四个交易日累涨超23%。截至发稿，涨4.5%，报19.74港元，成交额3570.43万港元。银河期货发布研报称，近期印尼频繁调整政策，希望托底镍价，包括收缩RKAB配额至2.5亿吨、对钴征税、以及环保监管等举措，刺激镍价超跌反弹。其中最为重要的是印尼RKAB的配额自今年的3.79亿吨大幅降至2.5亿吨，市场较为担忧印尼明年待投产的镍产品项目...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1384237.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"02245","symbol_name":"力勤资源","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1384237.html","article_id":"2593494177","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2593494177","pubTimestamp":1766370024,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"银河期货发布研报称，近期印尼频繁调整政策，希望托底镍价，包括收缩RKAB配额至2.5亿吨、对钴征税、以及环保监管等举措，刺激镍价超跌反弹。该政策符合印尼新政府的战略方向，但最终实施方式暂不明确。印尼政策可信度略低，关注后续进展。该行认为，公司印尼的湿法产能有望受益，且未来存在扩张印尼镍产业链布局的潜力，驱动公司业绩和估值抬升。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"02245":"力勤资源","BK1190":"多种金属与采矿"},"translate_title":"Changes in Hong Kong stocks | Lygend Resources (02245) rose more than 4% again. Indonesia frequently adjusted policies in the hope of supporting nickel prices. The company has fully covered the nickel industry chain","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02245":1.5},"content_text":"智通财经APP获悉，力勤资源(02245)再涨超4%，近四个交易日累涨超23%。截至发稿，涨4.5%，报19.74港元，成交额3570.43万港元。银河期货发布研报称，近期印尼频繁调整政策，希望托底镍价，包括收缩RKAB配额至2.5亿吨、对钴征税、以及环保监管等举措，刺激镍价超跌反弹。其中最为重要的是印尼RKAB的配额自今年的3.79亿吨大幅降至2.5亿吨，市场较为担忧印尼明年待投产的镍产品项目缺乏原料，镍矿价格将出现大幅上涨。该政策符合印尼新政府的战略方向，但最终实施方式暂不明确。印尼政策可信度略低，关注后续进展。中金此前指出，力勤资源目前已覆盖镍矿贸易、冶炼生产、设备制造和销售等完整产业链环节。公司在上游与菲律宾、印尼等矿企签订长期贸易和供货协议，中游印尼OBI岛形成共计40万金属吨镍产能，下游延伸拓展硫酸镍钴等，已形成全面镍产品服务体系。该行认为，公司印尼的湿法产能有望受益，且未来存在扩张印尼镍产业链布局的潜力，驱动公司业绩和估值抬升。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593494177","isCrawlerRequest":true}

港股异动 | 力勤资源(02245)再涨超4% 印尼频繁调整政策希望托底镍价 公司已全面覆盖镍产业链

精彩评论

港股异动 | 力勤资源(02245)再涨超4% 印尼频繁调整政策希望托底镍价公司已全面覆盖镍产业链