Group 1 - Goldman Sachs and Macquarie raised their 2026 nickel price forecasts due to signals from Indonesia indicating a tightening in ore supply, with Goldman Sachs increasing its forecast from $14,800 per ton to $17,200 per ton [2] - Goldman Sachs anticipates that nickel prices could reach around $18,700 per ton by the second quarter of 2026 as supply tightens [2] - Macquarie raised its average nickel price forecast for 2026 from $15,000 per ton to $17,750 per ton [2] Group 2 - Company is a leading global nickel enterprise with a comprehensive coverage of the nickel industry chain, starting from nickel ore trading and gradually transforming into a full-fledged industrial company [2] - The company has signed long-term trade and supply agreements with mining companies in the Philippines and Indonesia, and has established a total nickel production capacity of 400,000 metal tons on OBI Island, Indonesia [2] - The company has extended its operations downstream to include nickel sulfate and cobalt, forming a complete nickel product service system [2] Group 3 - Company’s stock, Likin Resources (02245), rose over 5%, trading at HKD 26.96 with a transaction volume of HKD 64.17 million [3]
力勤资源涨超5% 高盛及麦格理上调2026年镍均价预测