Group 1 - The Indonesian government has set a nickel ore production target of approximately 250 million tons for the 2026 work plan and budget, significantly down from the 379 million tons target set for 2025. This reduction aims to prevent further declines in nickel prices [1] - Morgan Stanley's latest report predicts that nickel prices will rebound to $15,500 per ton by 2026, with supply and demand expected to grow in tandem [1] - Lygend Resources Indonesia's total wet process capacity of 120,000 tons has achieved full production, and the first phase of the pyrometallurgical project is in stable production. The second phase, with an annual design capacity of 185,000 tons of nickel iron, is progressing steadily, with all production lines expected to be completed by 2026 [1] Group 2 - Lygend Resources (02245) saw its stock price increase by over 7%, reaching HKD 17.71, with a trading volume of HKD 11.9152 million [2]
力勤资源早盘涨超7% 印尼拟在2026年大幅下调镍矿产量目标