Group 1 - The core viewpoint of the article highlights the significant rise in nickel futures, with the main contract increasing nearly 5% to 149,290 yuan/ton on January 23, indicating a bullish trend in the nickel market [2] - Indonesia is expected to approve a production quota of approximately 260 million tons of nickel ore by 2026, which could create a supply-demand gap in the market, potentially leading to a rebound in nickel prices [2] - According to Zhongyou Securities, nickel has been one of the few metals absent from the bullish trend in the non-ferrous metals market in 2024, with only a 3% increase since the beginning of 2024, compared to significant gains in precious metals and other industrial metals [2] Group 2 - Likin Resources is identified as a leading global nickel enterprise, covering the entire nickel industry chain, starting from nickel ore trading and gradually transforming into a comprehensive industrial company [2] - The company has established a complete industry chain that includes nickel ore trading, smelting production, equipment manufacturing, and sales [2] - As of the latest report, Likin Resources' stock price rose over 11%, reaching 26.42 HKD with a trading volume of 170 million HKD [3]
力勤资源午后涨超11% 印尼镍矿配额扰动市场 公司全面覆盖镍产业链