Specialty Chemicals

UBS Group AG Increases Stake in Tianqi Lithium by 110,000 Shares to 8.02%

Morgan Stanley Increased Holding in Tianqi Lithium by Approx. HK$21.41 Million on May 11

Tianqi Lithium Issues 1.43 Million New H Shares for Convertible Bond Conversion

UBS Increases Short Position in Tianqi Lithium H Shares

Morgan Stanley Increases Holdings in Tianqi Lithium

Tianqi Lithium Issues New H Shares

UBS Raises Lithium Price Forecast by 18% for 2026

UBS Increases Holdings in Tianqi Lithium by 723,800 Shares

Shanghai Steel Joint Venture Announces Increase in Battery Grade Lithium Carbonate Prices

JPMorgan Raises Its Stake in Tianqi Lithium by 834,597 Shares

Lithium Battery Industry Companies Report Strong Q1 2026 Earnings

Morgan Stanley Increases Stake in Tianqi Lithium

GFE Lithium Carbonate Main Contract Rises 5%

Tianqi Lithium Shareholders Approve New Board Members and Governance Revisions

Tianqi Lithium Reports Profit Recovery and Advances Multiple Lithium Projects

Tianqi Lithium Announces Significant Revenue and Net Profit Growth in Q1 2026

TLC released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 5.128 B, actual EPS CNY 1.1 (forecast EPS CNY 0.53)

Tianqi Lithium Shifts Focus to Chinese Salt Lake Lithium Resources

Tianqi Lithium Reports Profitable Turnaround, Q1 2026 Net Profit Expected to Surge

Morgan Stanley reduced holdings in Tianqi Lithium

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002460

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CITIC Securities anticipates a rise in lithium prices to 250,000 yuan per ton within the next 2-3 months due to ongoing supply disruptions in Africa and changes in domestic lithium mica supply. The report highlights a reduction in annual production guidance from Greenbushes and a decline in South American lithium salt exports, contributing to a supply contraction. Additionally, the demand for power and energy storage batteries is expected to exceed previous forecasts, with an increase in lithium battery production noted in May.

CoinLive

Ganfeng Lithium

TIANQI LITHIUM

CITIC Securities Co., Ltd.

CITIC SEC

CITIC Securities Expects Lithium Prices to Rise in Coming Months

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UBS has raised its 2026 lithium price forecast by 18% due to strong demand for battery energy storage systems and electric vehicles, driven by rising energy prices and conflicts in the Middle East. The global lithium demand is expected to grow 16% YoY to 1.97 million tonnes, with EV batteries accounting for 53%. UBS also slightly increased its supply forecast, predicting a shortfall of 65,000 tonnes. Investment ratings and target prices for TIANQI LITHIUM and GANFENG LITHIUM have been adjusted accordingly.

AASTOCKS News

GANFENGLITHIUM

UBS Group AG

Qinghai Yanhu Industry

UBS Raises 2026 CN Lithium Price Forecast by 18%, Lifts TPs for GANFENGLITHIUM , TIANQI LITHIUM

G Sachs forecasts that the future lithium cycle will be driven by demand, with lithium carbonate prices expected to peak at RMB164,000 (approx. USD21,000) in 1H26. A supply surplus of 20-22% is anticipated in 2H26 and 2027, despite a tight market in early 2026. The report highlights significant growth in energy storage systems and electric vehicles as crucial for sustaining the lithium upcycle. Additionally, supply disruptions in Zimbabwe could impact availability in 2027. GANFENGLITHIUM and TIANQI LITHIUM have had their target prices raised but maintain a 'Sell' rating.

Goldman Sachs

GS Hldg R

G Sachs: Future Lithium Cycle to Be Demand-led, Expects Lithium Carbonate Prices to Peak in 1H26

Tianqi Lithium Corp. shareholders approved a new board line-up and governance revisions during an extraordinary general meeting on April 28, 2026. Approximately 34.5% of voting shares participated, confirming that shares under the 2022 Employee Stock Ownership Plan now have voting rights. The board was re-elected with three non-independent and three independent directors. Amendments to the Articles of Association and meeting procedures were also passed, enhancing corporate governance. The current analyst rating for Tianqi Lithium (HK:9696) is a Hold with a price target of HK$57.30.

Tip Ranks

Tianqi Lithium Shareholders Back New Board Line-Up and Governance Revisions

TIANQI LITHIUMreported a remarkable first-quarter net profit of RMB1.876 billion, a staggering increase of 1,699% year-on-year. Revenue also saw a significant rise, reaching RMB5.128 billion, up 98.4% YoY. This growth is attributed to higher average selling prices of lithium products and increased investment income from associates. The earnings per share (EPS) stood at RMB1.12. The stock experienced a decline of 2.895% with short selling at $21.42 million.

TIANQI LITHIUM  1Q Net Profit RMB1.876 billion, Up 1,699% YoY

Tianqi Lithium's shares surged after the company announced a potential net profit increase of up to 43 times in Q1, driven by rising investment income and lithium product prices. The stock rose 5.5% to CNY70.47 in Shenzhen and 2.3% to HKD59.60 in Hong Kong. Expected net profit is between CNY1.7 billion and CNY2 billion. The price of battery-grade lithium carbonate has also increased significantly this year, peaking at over CNY170,000 per ton. Tianqi Lithium focuses on various stages of the lithium supply chain, established in 1995.

Yicai

Sociedad Quimica Y Minera

Chengxin Lithium

Tianqi Lithium Jumps After Chinese Miner Predicts Up to 43-Fold Surge in First-Quarter Profit

Lithium resource mining and sales company TIANQI LITHIUM Co., Ltd. expects its net profit attributable to shareholders in the first quarter of this year to be between 1.7 billion and 2 billion yuan, a year-on-year increase of 15.3 times to 18 times. After deducting non-recurring gains and losses, the net profit is also expected to reach between 1.6 billion and 1.96 billion yuan, a year-on-year increase of 35 times to 43 times. The company stated that the significant increase in profits is mainly due to the development of the new energy industry and the growth in downstream demand, with the average selling price of major lithium products rising significantly compared to the same period last year. TIANQI LITHIUM's stock price opened up 8.3%, currently rising over 180% from its low in the past year

BambooWorks

Brief News: Product prices soar, TIANQI LITHIUM's first-quarter profit increases by more than 15 times

TLC(002466.SZ)