Core Viewpoint - The stock of Lygend Resources (02245) has increased by over 5%, reaching HKD 26.96, driven by upgraded nickel price forecasts from Goldman Sachs and Macquarie due to tightening supply signals from Indonesia [1] Group 1: Nickel Price Forecasts - Goldman Sachs raised its 2026 nickel price forecast from USD 14,800 per ton to USD 17,200 per ton, predicting prices could reach around USD 18,700 per ton by Q2 2026 as supply tightens [1] - Macquarie increased its 2026 average nickel price forecast on the London Metal Exchange from USD 15,000 per ton to USD 17,750 per ton [1] Group 2: Company Overview - Lygend Resources is a leading global nickel enterprise with a comprehensive coverage of the nickel industry chain, starting from nickel ore trading and gradually transforming into an industrial company [1] - The company has established 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] - Lygend Resources has extended its operations downstream to include nickel sulfate and cobalt, forming a complete nickel product service system [1]
港股异动 | 力勤资源(02245)涨超5% 高盛及麦格理上调2026年镍均价预测