Group 1 - The core viewpoint of the article highlights that Likin Resources (02245) has seen a stock price increase of over 4%, marking five consecutive days of gains and a cumulative rise of nearly 30% [1] - The Indonesian Nickel Mining Association (APNI) reported a significant decrease in nickel ore production application for 2026, with an estimated 250 million tons, down from 379 million tons in 2025, aimed at preventing further declines in nickel prices due to global oversupply [1] - According to a report by Founder Securities, Indonesia is implementing measures to address the oversupply of nickel, including tightening construction permits for independent nickel smelting plants and planning to reduce nickel production quotas for 2026, which may alleviate the oversupply situation [1] Group 2 - CICC noted that Likin Resources has established a complete industrial chain covering nickel ore trading, smelting production, 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 total nickel production capacity of 400,000 metal tons on OBI Island, Indonesia [1] - The company is expanding downstream into nickel sulfate and cobalt, forming a comprehensive nickel product service system, and is expected to benefit from its wet process capacity in Indonesia, with potential for further expansion in the nickel industry chain [1]
港股异动 | 力勤资源(02245)再涨超4% 印尼供应扰动不断发酵 镍供给过剩情况有望得到缓解