Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Lygend Resources (02245), which has risen over 4% and accumulated a gain of over 23% in the past four trading days, currently priced at HKD 19.74 with a trading volume of HKD 35.7043 million [1] Group 2 - Recent policy adjustments in Indonesia aim to stabilize nickel prices, including reducing the RKAB quota from 37.9 million tons to 25 million tons, imposing taxes on cobalt, and enhancing environmental regulations, which have stimulated a rebound in nickel prices [1] - Concerns arise regarding the potential lack of raw materials for nickel projects set to launch in Indonesia next year, which could lead to a significant increase in nickel ore prices [1] - The credibility of Indonesia's policies is slightly low, and further developments should be monitored [1] Group 3 - Lygend Resources has established a comprehensive industrial chain covering nickel ore trading, smelting production, and equipment manufacturing and sales [1] - The company has signed long-term trade and supply agreements with mining companies in the Philippines and Indonesia, and has developed a nickel production capacity of 400,000 metal tons on OBI Island, Indonesia [1] - The company is expected to benefit from its wet-process capacity in Indonesia and has potential for expanding its nickel industry chain layout, which could drive performance and valuation increases [1]
力勤资源再涨超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