Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Lihua Resources (02245), which rose by 7.11% to HKD 28.32, with a trading volume of HKD 96.69 million [1] - As of February 11, the main contract for nickel on the Shanghai Futures Exchange increased by over 4%, reaching CNY 139,670 per ton [1] - The Indonesian Ministry of Energy and Mineral Resources announced on February 10 that the approved nickel ore production quota for 2026 is between 260 million to 270 million tons, indicating a tightening supply in the future [1] Group 2 - Citic Securities noted that Indonesia's regulatory stance on the mining industry is becoming increasingly stringent, which is expected to slow down the growth rate of nickel production and support a gradual recovery in nickel prices [1] - Goldman Sachs raised its nickel price forecast for 2026 from USD 14,800 per ton to USD 17,200 per ton, predicting that prices could reach around USD 18,700 per ton by the second quarter of 2026 due to tightening ore supply [1] - Macquarie also increased its average nickel price forecast for the London Metal Exchange in 2026 from USD 15,000 per ton to USD 17,750 per ton [1]
力勤资源涨超7% 印尼大幅削减2026年镍矿配额 镍价有望逐步回暖