Global lithium demand continues to rise. Pay attention to the layout of the industrial chain, Ganfeng Lithium buy 14802/Jiangxi Copper buy 22972

Due to the continuous increase in demand for basic lithium materials from the energy storage sector and power batteries, industry insiders predict that global lithium demand will reach 2 million tons by 2026. Lithium stocks, such as Ganfeng Lithium (1772), have seen an increase of nearly 150% since the beginning of the year, and on Friday, it rose nearly 3% against the market trend. For those looking to establish a long position, attention can be paid to Ganfeng call warrants (14802), with an exercise price of HKD 61.55, expiring in May 2026, with an actual leverage of 3.1 times.

To capitalize on lithium demand, in addition to investing in lithium stocks, one may also consider Jiangxi Copper (358). The company produces sulfuric acid as a byproduct of copper refining and integrates its own phosphate and lithium mines to create a low-cost industrial closed loop from raw materials to lithium iron phosphate, transitioning into the new energy materials sector. The company's stock price has also recorded an increase of over 150% this year. If the outlook remains positive, attention can be paid to Jiangxi Copper call warrants (22972), with an exercise price of HKD 45.1, expiring in April 2026, with an actual leverage of 4.8 times.

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