Group 1 - The core viewpoint of the article highlights that Lykins 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] - As of the report, the stock price is up 4.55%, trading at HKD 20.7, with a transaction volume of HKD 39.34 million [1] - The Indonesian Nickel Mining Association (APNI) announced a significant reduction in nickel ore production plans for 2026, with an application for approximately 250 million tons, a sharp decline from 379 million tons in 2025, aimed at preventing further price drops due to global oversupply [1] Group 2 - According to a report from Founder Securities, Indonesia is implementing measures to address the oversupply of nickel, including tightening construction permits for independent nickel smelters and planning to reduce nickel production quotas for 2026 [1] - CICC previously noted that Lykins Resources has established a complete industrial chain covering nickel 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, with a total nickel production capacity of 400,000 metal tons on OBI Island, and is expanding downstream into nickel sulfate and cobalt, forming a comprehensive nickel product service system [1]
力勤资源再涨超4% 印尼供应扰动不断发酵 镍供给过剩情况有望得到缓解