CTGANFE@EC2607A

Lithium Stocks Rise, Lithium Carbonate Price Surges Past 154,000 Yuan/Ton

Shenzhen Nengfeng Digital Intelligence Technology Co., Ltd. Established, Indirectly Held by Ganfeng Lithium

GANFENGLITHIUM to Release FY2025 Earnings on March 30 After-Market (BJT), Forecast Revenue HKD 24.78 B, EPS HKD 0.2472

JPMorgan Chase Cuts Short Position in Ganfeng Lithium H Shares to 2.72%

JPMorgan Chase Increases Long Position in Ganfeng Lithium H-Shares to 6.34%

Ganfeng Lithium 588Ah-6.26MWh Energy Storage System First Release

Ganfeng Lithium's Extraordinary General Meeting Approves Several Key Proposals

JPMorgan Cuts Holdings in GFL Lithium by 1.247134 million Shares

Li Liangbin Recommends Policies to Encourage Development of Aircraft Battery Power

Continuous main lithium carbonate contract price up 5%

JPMorgan Increases Stake in GFL to 6.51%

National People's Congress Representative Li Liangbin Proposes Accelerating eVTOL Battery R&D and Commercialization

Macquarie Raises GFL Energy Storage Targets and Earnings Projections

Lithium Carbonate Main Contract Dives 7% Intraday

JPMorgan Increases Short Position in GFL Lithium H Shares

William O'Neill resumes tracking GFL Lithium's A-shares with a buy rating

Zimbabwe Suspends Lithium Ore Exports, Lithium Stocks Surge

Ganfeng Lithium Begins Production of New Semisolid Batteries and Trial Production of All-solid-state Battery Packs

Ganfeng Lithium Begins Mass Production of New Electric Vehicle Batteries

UBS Maintains Buy Rating on GFL with Target Price of HKD 74.35

7ROAD

NEW VISION CO

IDT INT'L

SEM HLDGS

NET-A-GO TECH

KAISA GROUP

ARES ASIA

AOM INT'L

TRIO IND ELEC

LING YUI

01772

ARGT

002460

LITP

LAAC

Lithium Argentina Secures US$130 Million Ganfeng-Backed Loan to Advance Joint Venture Projects

Tip Ranks

GANFENGLITHIUM

Global X MSCI Argentina

Lithium Americas Argentina C

Ganfeng Lithium

Sprott Lithium Miners ETF

Lithium Argentina Secures US$130 Million Ganfeng-Backed Loan to Advance Joint Venture Projects

03750

300750

002466

00285

Hong Kong's lithium battery stocks showed volatility with notable gains during trading hours. CATLincreased by over 5.2%, CALBrose by more than 3.5%, and BYD Company, BYD Electronics, and Ganfeng Lithiumeach reported gains exceeding 1%. This market activity indicates strong investor interest in the lithium battery sector.

CoinLive

CATL

BYD ELECTRONIC

BYD COMPANY

BYD Company

BYD Company Limited

STOCKS | Hong Kong Lithium Battery Stocks Show Volatility with Notable Gains

159608

JPMorgan Chase & Co's long position in H-shares of Ganfeng Lithium decreases to 5.57% on March 16 from 6.34% - HKEX

marketscreener

JPMorgan Chase

GF CSI Rare Metals Theme ETF

Defiance Daily Target 2X Long JPM ETF

JPMorgan Chase & Co's long position in H-shares of Ganfeng Lithium decreases to 5.57% on March 16 from 6.34% - HKEX

Ganfeng Lithium Co. announced that all resolutions at its extraordinary general meeting on March 11, 2026, were approved. The meeting, held in Xinyu, Jiangxi Province, addressed ordinary and special resolutions, including related-party transactions and guarantees for an Australian lithium project. Over 2.09 billion shares were issued, with 37.13% of eligible capital represented by shareholders voting. Certain directors abstained from voting to comply with regulations. The latest analyst rating for Ganfeng Lithium (HK:1772) is a Hold with a price target of HK$63.00.

Ganfeng Lithium Shareholders Approve All Resolutions at 2026 Extraordinary Meeting

00883

00632

00568

On March 9, 2026, the three major indices of the Hong Kong stock market collectively closed lower, with the Hang Seng Index down 1.35%, hindered by previous high resistance. On the market, the internet content and retail sectors showed weakness due to declining consumer demand, while the oil and gas exploration sector strengthened against the trend, with CNOOC rising 3.31% and Shandong Molong surging 25.06%. Market trading was active, with Tencent, Alibaba, and leading oil and gas companies topping the trading volume, but short-term sentiment leaned towards caution

- On March 9, 2026, Hong Kong's major indices declined, with the Hang Seng Index falling 1.35% to 25,408.46 points, unable to break the peak from March 6.  
- The oil and gas exploration sector outperformed, driven by rising international oil prices, while the retail sector faced declines due to concerns over consumer demand.  
- Investor focus remains on economic recovery indicators, with macro policy developments and improvement in economic data being key variables for market momentum.

Market Heartbeat

CNOOC

CHK OIL

SHANDONG MOLONG

TENCENT

BABA-W

SENSETIME-W

JD-SW

MNSO

CHINA COAL

MENGNIU DAIRY

LI AUTO-W

China Universal CSI Oil & Gas Resources ETF

Guotai CSI Oil & Gas Industry ETF

Yinhua CSI Oil & Gas Resources ETF

Bosera CSI Oil & Gas Resources Index ETF

Shandong Molong

Hong Kong Stock Market Closing | The Hang Seng Index fell 1.35%, the oil and gas sector rose against the trend, Shandong Molong increased by 25%

AMLI

SGML

AMLIF

Lithium Royalty Corp. (LRC) has announced updates on its royalty portfolio, including the acquisition of a royalty on Ganfeng's Goulamina lithium project, expected to yield a Q4 2025 payment of approximately $2.9 million. Sigma Lithium resumed mining at Grota do Cirilo, selling lithium fines and enhancing liquidity. Ganfeng's Mariana project achieved its first shipment of lithium chloride, while Core Lithium sold a stockpile of spodumene concentrate. LRC focuses on a diversified portfolio of 38 royalties related to lithium and critical minerals for the energy transition.

fidelity

American Lithium

Standard Lithium

Lithium Energy Ltd.

Sigma Lithium

Core Lithium Ltd

Lithium Americas

AMERICAN LITHIUM CORP

Lithium Royalty Corp. Announces Portfolio Updates

00100

01919

00857

00316

01072

01208

02050

02259

MINIMAX-WP(00100) rose 9.1%, with a trading turnover 2.8 Billion HKD, and a year-to-date rose 397.6%. COSCO SHIP HOLD(01919) rose 5.16%, with a trading turnover 2.1 Billion HKD, and a year-to-date rose 18.5%. DONGFANG ELEC(01072) fell 13.83%, with a trading turnover 1.5 Billion HKD, and a year-to-date rose 36.6%. GANFENGLITHIUM(01772) fell 10.85%, with a trading turnover 1.6 Billion HKD, and a year-to-date rose 13.9%.

Top Gainers & Losers

MINIMAX-W

COSCO SHIP HOLD

PETROCHINA

OOIL

DONGFANG ELEC

SANHUA

ZIJIN GOLD INTL

Top 5 HK Stock Gainers/Losers (>100B) (3.3)

GANFENGLITHIUM fell 10.78%; Dongyue Group fell 7.09%, with a transaction volume of HKD 328 million; Tianqi Lithium fell 7.45%, with a transaction volume of HKD 322 million; Global New Material International rose 3.27%, with a transaction volume of HKD 30.7 million; Huabao International fell 4.11%, with a market value of HKD 13.6 billion

HK Stock Movers Tracker

Hong Kong stock movement: GANFENGLITHIUM fell 10.78%, with poor earnings forecast and market wait-and-see sentiment putting dual pressure on the stock price

159881

159876

561330

512400

516650

Jpmorgan Chase's long position in H-shares of Ganfeng Lithium increases to 5.36%, HKEX filing shows

Guotai CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

China Southern CSI SWS Non-Ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Jpmorgan Chase's long position in H-shares of Ganfeng Lithium increases to 5.36%, HKEX filing shows

00981

09696

01347

The three major A-share indices opened lower, with the Shanghai Composite Index down 0.4%, the Shenzhen Component Index down 0.9%, and the ChiNext Index down 1.2%. Lithium mining stocks and chip stocks generally retreated, with Ganfeng Lithium and TIANQI LITHIUM opening down 2% and 2.1%, respectively. SMIC and Hua Hong opened down 1.4% and 1.8%. AI chip stock Cambricon opened down 2%. The central parity rate of the RMB against the USD remained unchanged, and the People's Bank of China lowered the foreign exchange risk reserve ratio to zero

AASTOCKS

SMIC

TIANQI LITHIUM

HUA HONG SEMI

Cambricon

Guotai CSI All Share Integrated Circuit ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Hua Hong

The three major A-share indices of Shanghai and Shenzhen opened lower by 0.4% to 1.2%, with lithium and chip-related stocks retreating

LITM

BATT

FNUC

Goldman analyst James McGeoch is eyeing a trading opportunity following Zimbabwe's immediate suspension of lithium concentrate and raw mineral exports to enforce local processing. This disruption, affecting a significant portion of global lithium supply, has already influenced Chinese lithium prices, which rose by 14% post-announcement. McGeoch notes that Zimbabwe's production accounts for about 10% of ex-China supply, and the ban will remain until miners comply with government regulations. He anticipates further price increases in the lithium market as a result of this development.

ZeroHedge

Global X Lithium & Battery Tech

Snow Lake Resources

Amplify Lithium & Battery Tech ETF

Frontier Nuclear and Minerals

Zimbabwe Lithium Disruption Has Goldman Eyeing This Trade

The Zimbabwe Ministry of Mines announced a suspension of all raw mineral and lithium concentrate exports due to the discovery of misconduct during the export process. The ban applies to all minerals in transit. This move is based on national interests. As a result, the main contract for lithium carbonate in the mainland rose by more than 11%. Hong Kong lithium mining stocks performed strongly, with TIANQI LITHIUM rising by 4.04% and Ganfeng Lithium rising by 3.26%

Zimbabwe bans the export of all raw minerals and lithium concentrates, Ganfeng Lithium and TIANQI LITHIUM rise by 3% to 4%

The market today was truly surreal: Ganfeng Lithium, Mingming Hen Mang, and East Buy all surged collectively, like stepping hard on the accelerator, while Dazhong Public Utilities took a nosedive in the opposite direction. It can only be said that capital in the past two days went straight for concepts and liquidity. China Tourism Group Duty Free was extremely zen, not moving a muscle... Today was another day witnessing faith and missing out on the rally 🙈

NEW ORIENTAL-S

New Oriental EDU & Tech

EAST BUY

DZUG

CTGANFE@EC2607A(25500.HK)

CTGANFE@EC2607A Stock Performance Chart

Lithium Argentina Secures US$130 Million Ganfeng-Backed Loan to Advance Joint Venture Projects

STOCKS | Hong Kong Lithium Battery Stocks Show Volatility with Notable Gains

JPMorgan Chase & Co's long position in H-shares of Ganfeng Lithium decreases to 5.57% on March 16 from 6.34% - HKEX

Ganfeng Lithium Shareholders Approve All Resolutions at 2026 Extraordinary Meeting

Hong Kong Stock Market Closing | The Hang Seng Index fell 1.35%, the oil and gas sector rose against the trend, Shandong Molong increased by 25%