Huayou Cobalt 603799: Leading. In terms of deducting non-net profit, from 20 17 to 2020, it will be18.97 million yuan,14.53 million yuan, 681600,000 yuan and165438+24 million yuan respectively.
Huayou Cobalt has two nickel projects, the first of which will be put into production in the second half of the year with a production capacity of 60,000 tons. The second project is expected to be put into production in 2023-2024, with a production capacity of 6,543,800 tons.
Meg 002340: faucet. In terms of deducting non-net profit, from 20 17 to 2020, it will be 605 million yuan, 657 million yuan, 706 million yuan and 35/kloc-0.00 million yuan respectively.
At present, the company recovers more than 65,438+00,000 tons of nickel resources and more than 5,000 tons of cobalt resources every year, accounting for about 20% of the company's cobalt and nickel consumption.
Nickel resource concept stocks include:
Sheng Da Resources 000603: The development direction of subsidiary Jinye's environmental protection business is to take secondary nickel recovery as the core and open up the process route from nickel-containing materials to low matte nickel, high matte nickel and battery-grade nickel sulfate.
Xinxing cast pipe 000778: The company has a ferronickel project in Indonesia. In 2020, the output of ferronickel will be 230,300 tons.
TISCO Stainless 000825: China Nonferrous Metals Group Zhongse Nickel Industry Co., Ltd. was established through capital increase and share expansion to jointly invest in the development of Dagongshan nickel mine resources in Myanmar. At present, the company is the largest stainless steel production base in China, one of the important stainless steel production enterprises in the world, and the only full-process stainless steel production enterprise in China, with the output and market share ranking first in the country.
*ST Yi Yin 00098 1: Yi Yin Group, the controlling shareholder of Yi Yin, is the second largest producer in electrolytic nickel after Jinchuan and the largest hydrometallurgical nickel production base in China. Overseas, Yi Yin Group has established mining groups in the Philippines and Indonesia since 2008, and has six high-grade nickel mines in the Philippines and Indonesia.
Kangqiang Electronics 002 1 19: Yi Yin Group, the indirect controlling shareholder of Kangqiang Electronics, is rich in nickel resources.
Fuchun Environmental Protection 002479: The company plans to jointly invest in Hangzhou Shiwan Growth Investment Partnership (Limited Partnership) with many parties * * *, with a total investment of165,438+029,600,000 yuan, of which Fuchunjiang Group as a limited partner subscribed 58,320,000 yuan and Fuchun Environmental Protection as a limited partner subscribed 58,320,000 yuan.
The relevant data in this article are for reference only and do not constitute investment advice. Please act accordingly at your own risk. The stock market is risky, so you need to be cautious in investing.