Core Viewpoint - The news highlights a significant increase in the stock price of Lygend Resources (02245) and a bullish outlook on nickel prices due to regulatory changes in Indonesia and supply constraints [5]. Group 1: Company Performance - Lygend Resources' stock price rose over 7% during trading, with a current price of 28.20 HKD and a trading volume of 99.1051 million HKD [5]. Group 2: Nickel Market Insights - The Shanghai nickel futures contract for February 11 increased by over 4%, reaching 139,670 CNY per ton [5]. - Indonesia's Ministry of Energy and Mineral Resources announced a nickel ore quota for 2026, with an approved production volume of only 260 to 270 million tons for the year [5]. - Citic Securities indicated that Indonesia's increasingly strict regulatory stance on the mining industry is likely to slow the growth of nickel production, leading to a gradual recovery in nickel prices from their current lows [5]. Group 3: Price Forecasts - Goldman Sachs raised its 2026 nickel price forecast from 14,800 USD per ton to 17,200 USD per ton, predicting that prices could reach around 18,700 USD per ton by the second quarter of 2026 due to tightening ore supply [5]. - Macquarie also increased its average nickel price forecast for the London Metal Exchange in 2026 from 15,000 USD per ton to 17,750 USD per ton [5].
力勤资源午前涨逾7% 机构指镍价有望从底部逐步回暖