First, the concept of leading nickel listed companies
The leading companies of nickel concept listed companies are: Shengtun Mining: Nickel Leading Shares. In the first quarter of 20021,the company realized the total operating income of11500 million yuan, a year-on-year increase of 29.17%; Non-net profit deducted was 422 million yuan, and gross profit margin was 9.65%. 2065438+On August 9, 2009, Hongsheng International Resources Co., Ltd., a wholly-owned subsidiary of Shengtun Mining Group Co., Ltd., plans to increase the capital of Huawei Nickel Industry Co., Ltd. by 5.5 million US dollars. After the capital increase is completed, the company holds 55% equity of Huawei Nickel Industry. Growth enterprise market: nickel leading stock: in the first quarter of 2002/kloc-0, the company achieved a total operating income of 3.73 billion yuan, up 62.75438+0% year-on-year; Realized a non-net profit deduction of 254 million yuan, a year-on-year increase of155.34%; The gross profit of GEM is 770 1 100 million, and the gross profit margin is 2 1.02%. The company has formed the most complete industrial chain for recycling rare metal resources in China, and is the world's largest base for recycling cobalt, nickel and tungsten resources, the world's largest base for manufacturing ultrafine cobalt powder and the world's largest base for remanufacturing ternary power raw materials.
Second, the price of nickel will rise sharply recently.
Since the economic crisis in the second half of 2008, the price of copper and nickel has been falling all the way, and the price of nickel has been falling from 300,000 tons to about 1.5 million. However, in 2009, China's economic performance was very strong. BYD's electric vehicles have driven the heat of high-energy batteries, and the development of cemented carbide, synthetic diamond, functional ceramics, aerospace industry and aircraft manufacturing industry has driven the heat of nickel powder in downstream industries, which will inevitably lead to a great increase in demand.
Since Indonesia's crude ore export ban was formally implemented in June 20 14, the nickel market has achieved a "joint" rise. From the low point of1October 9 13334 USD, the price of LME nickel has been soaring. By the beginning of May, the highest price of nickel had climbed to $20,000, with a cumulative maximum increase of over 50%.