Morning Trend | LYGEND RESOURCE Continues to Rise at High Levels, Is There a Short-term Increase in Heat in the Materials Sector?

LYGEND RESOURCE (2245.HK) strengthened again in the early trading session today, continuing the recent trend of consecutive gains at high levels, which has boosted short-term interest in the materials sector. From a technical perspective, the MACD has crossed bullish again, and the short-term moving averages are orderly aligned in a bullish manner, steadily rising to support the stock price. In terms of intraday trading volume, the main funds entered the market ahead of the broader market in the morning, with volume released simultaneously, indicating a positive bullish sentiment. The prices of non-ferrous metals such as cobalt and nickel have rebounded in stages, bringing expected incremental growth to the company's related business segments. Domestic policies in the new materials industry continue to strengthen, and the expansion of downstream demand in new energy vehicles and energy storage also injects growth momentum into LYGEND RESOURCE. The market holds an optimistic view on its capacity expansion and cost control capabilities, with a noticeable increase in capital inflow and a resonance phenomenon between speculative funds and long-term funds. However, after consecutive gains, the turnover rate has increased, and there are more signals of short-term profit-taking. The main funds are rotating at high levels, and if they cannot sustain increased volume, there may still be a possibility of seeking intraday support on a pullback. Investors should pay attention to the impact of fluctuations in commodity prices and industry news on capital inflows. The operational suggestion is to focus on swing trading, with particular attention to changes in volume after intraday pullbacks. If the main funds can continue to increase volume and stabilize around the 5-day and 10-day moving averages, the upward momentum may be maintained; otherwise, a short-term consolidation may occur. Overall, LYGEND RESOURCE has good short-term capital interest, but risks of high-level volatility should be guarded against, with attention to policy developments and dynamics of downstream industry orders