SGGANFE@EC2610A

Ganfeng Lithium Indicates High Lithium Battery Cell Capacity Utilization, Projecting Rapid Growth in Energy Storage Battery Shipments in 2026

Ganfeng Lithium and Tianqi Lithium Turn Profitable in 2025

FenYi GongTou GanFeng New Energy Technology Co., Ltd Established

JPMorgan Raises Holding Ratio of Ganfeng Lithium H-Shares to 6.72%

Ganfeng Lithium's Subsidiary Ganfeng Energy Storage (Jiangxi) Co., Ltd Established

Ganfeng Lithium Reports RMB 590 Million in Asset Impairment Loss for FY2025

Ganfeng Lithium Revenue Growth of 22.08% in 2025

Ganfeng Lithium Increases Capital in Ganfeng Lithium Battery for Up to 1.41 billion USD

GANFENGLITHIUM released FY2025 Q4 earnings on March 30 After-Market (BJT), actual revenue HKD 9.404 B (forecast HKD 6.818 B), actual EPS HKD 3.4547 (forecast HKD 0.1937)

GANFENGLITHIUM released FY2025 earnings on March 30 After-Market (BJT), actual revenue HKD 25.23 B (forecast HKD 24.33 B), actual EPS HKD 0.8634 (forecast HKD 0.2462)

Nomura Upgrades GFL International to 'Outperform'

National Bureau of Statistics Releases Industrial Profit Growth Data for January-February 2026

JPMorgan Increases Holdings in Ganfeng Lithium

Ganfeng Lithium Technology Co., Ltd. Changes Legal Representative and Doubles Registered Capital

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

ECHO INT HOLD

ASIA TELE-NET

TIAN CHENG HLDG

ABC MULTIACTIVE

FU SHEK FIN

SINO-LIFE GROUP

JIAYUAN SER

GBG HOLDINGS

LOPAL TECH

BIREN TECH

03750

MPNGY

BABA

01772

002460

The Hang Seng Index closed at 26,306 points, up 359 points or 1.4%. The Hang Seng Tech Index reported 5,058 points, up 146 points or 3.0%. Alibaba rose 4.6%, closing at HKD 134.5; CATL hit a new high, rising 10.3%, closing at HKD 723; Ganfeng Lithium rose 7.3%, closing at HKD 84.15. Other active stocks including Tencent, Meituan, and Xiaomi also saw varying degrees of increase

AASTOCKS

CATL

Meituan

Alibaba

BABA-W

TENCENT

CHINARES PHARMA

MircroPort Medbot-B

ASMPT

GANFENGLITHIUM

Ganfeng Lithium

Direxion FTSE China Bull 3X

KraneShares 2x Long BABA Daily ETF

Hang Seng Index

Hang Seng TECH Index

Hang Seng China Enterprises Index

MEITUAN

XIAOMI-W

BIDU-SW

Baidu

HAIDILAO

NEW ORIENTAL-S

New Oriental EDU & Tech

TRIP.COM-S

Trip.com

NTES-S

NetEase

BYD COMPANY

DEEPEXI TECH

GUOXIA TECH

GUOQUAN

MARKETINGFORCE

JIAXIN INTL RES

GOFINTECH QUANT

CARSGEN-B

PONY-W

BABA-WR

Alibaba HK SDR 5to1

CATL HK SDR 30to1

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

MEITUAN-WR

Meituan HK SDR 5to1

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

BIDU-SWR

Trip.com HK SDR 50to1

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

Pony AI

The Half-Day Express reports that the Hang Seng Index rose by 359 points; the Hang Seng Tech Index increased by 146 points. Alibaba rose by over 4%, while CATL, Ganfeng Lithium, MicroPort Medbot-B, ASMPT, and CHINARES PHARMA reached new highs

09696

02465

The solid-state battery sector in Hong Kong's stock market experienced a notable rise. According to Jin10, Longpan Technologysaw an increase of nearly 20%, while Ganfeng Lithiumrose by 4.4%, and Tianqi Lithiumgained 4%. These movements reflect growing investor interest in the sector.

CoinLive

TIANQI LITHIUM

LOPAL

STOCKS | Hong Kong Solid-State Battery Sector Sees Gains

06990

09926

06181

01801

01177

00100

02513

03317

06869

SKB BIO(06990) rose 6.97%, with a trading turnover 458.1 Million HKD, and a year-to-date rose 32.3%. AKESO(09926) rose 6.89%, with a trading turnover 1.7 Billion HKD, and a year-to-date rose 30.4%. MINIMAX-W(00100) fell 10.88%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 413.6%. KNOWLEDGE ATLAS(02513) fell 8.54%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 646.1%.

Top Gainers & Losers

SKB BIO

AKESO

LAOPU GOLD

INNOVENT BIO

SBP GROUP

MINIMAX-W

KNOWLEDGE ATLAS

XUNCE

YOFC

Top 5 HK Stock Gainers/Losers (>100B) (4.15)

002466

HSBC Research pointed out that the lithium market is facing tight supply, with a global supply reduction expected of about 40,000 tons of lithium carbonate equivalent, although the restart of mines may bring additional supply. Demand remains strong, with a projected 19% growth in lithium demand this year. The bank has raised its lithium price forecasts for 2026 to 2027, expecting lithium prices to remain at RMB 150,000 per ton this year. Ganfeng Lithium's target price has been raised to HKD 92, maintaining a buy rating; Tianqi Lithium's target price has been raised to HKD 57, maintaining a hold rating

Sociedad Quimica Y Minera

The report from "Big Banks" predicts that supply and demand imbalance will drive up short-term lithium prices, raising the target prices for Ganfeng Lithium and Tianqi Lithium

300750

The Jiangxi Provincial Department of Natural Resources has publicly released the assessment reports on transfer fees for mining rights to four kaolin mines in Yichun, marking the entry of lithium mine rectification into a substantive phase. These mines are expected to temporarily halt production in May this year, with the primary extracted mineral shifting from kaolin to lepidolite, making resumption of operations difficult in the short term. Meanwhile, Zimbabwe's ban on lithium concentrate exports remains in effect, placing domestic lithium carbonate supply under a 'double squeeze' from contracting rectified capacity and constrained overseas supply

Wallstreetcn

Domestic Rectification-Induced Production Halts and Overseas Import Restrictions Create 'Double Squeeze' on Short-Term Lithium Carbonate Supply

03931

00819

Hong Kong's lithium battery stocks surged, with Zhongchuang Xinhang, Ganfeng Lithium, and Tianqi Lithium each rising over 5%. CATL increased by more than 4.5%, and Tianneng Power climbed over 3.5%. This trend indicates a strengthening market sentiment towards lithium battery stocks in the region.

CALB

TIANNENG POWER

STOCKS | Hong Kong Lithium Battery Stocks Surge Amid Market Volatility

Tianqi Lithium Sets H Share Register Closure Ahead of April 2026 EGM

Tip Ranks

Tianqi Lithium Sets H Share Register Closure Ahead of April 2026 EGM

002756

The official website of the Jiangxi Provincial Department of Natural Resources recently publicized the mining right transfer income assessment reports for four lithium mines in Yichun. With increasing environmental protection requirements, the eight mines in Yichun are moving forward with the permit renewal process. It is expected that the four lithium mines will enter a production suspension and renewal phase in May, potentially leading to a further tightening of lithium supply. Two of the mines are associated with listed companies, with one under Jiuling Lithium and the other being a mining company indirectly controlled by YONGXING MATERIALS

YONGXING MATERIALS

Major News in the Lithium Industry! Four Lithium Mines in Yichun Publicize Mining Right Transfer Income Assessment Reports

159608

159881

159871

561330

516650

512400

159880

159876

36Kr learned that the AiQiCha App shows that recently, Fenyi Gongtou Ganfeng New Energy Technology Co., Ltd. was established, with Li Chengling as the legal representative and a registered capital of 100 million RMB. The business scope includes research and development of emerging energy technologies, sales of battery components, sales of new energy vehicle battery swap facilities, sales of charging piles, battery leasing, and more. Shareholder information indicates that the company is jointly held by Fenyi County Ruineng Innovation Investment Co., Ltd. and Ganfeng Lithium's wholly-owned subsidiary Jiangxi Ganfeng New Energy Technology Co., Ltd

36Kr

GF CSI Rare Metals Theme ETF

Guotai CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

Hwabao WP CSI Non-ferrous Metal ETF

Ganfeng Lithium's wholly-owned subsidiary has established a new energy technology company

09973

00175

02333

03692

09980

03986

01347

CHERY AUTO(09973) rose 15.26%, with a trading turnover 774.0 Million HKD, and a year-to-date rose 3.8%. GEELY AUTO(00175) rose 8.37%, with a trading turnover 4.4 Billion HKD, and a year-to-date rose 33.1%. KNOWLEDGE ATLAS(02513) fell 14.86%, with a trading turnover 2.5 Billion HKD, and a year-to-date rose 570.4%. MINIMAX-W(00100) fell 10.42%, with a trading turnover 1.3 Billion HKD, and a year-to-date rose 475.5%.

- The Hang Seng Index dropped by 0.7% and has fallen 2% year-to-date, while the Hang Seng Tech Index fell by 1.63% with a year-to-date decline of 15.2%.  
- Chery Automobile (09973) rose by 15.26%, with a trading volume of 770 million HKD, marking a 3.8% increase for the year.  
- Geely Automobile (00175) increased by 8.37%, with a trading volume of 4.37 billion HKD, showing a year-to-date gain of 33.1%.

CHERY AUTO

GEELY AUTO

GWMOTOR

HANSOH PHARMA

EASTROC

GIGADEVICE

HUA HONG SEMI

Top 5 HK Stock Gainers/Losers (>100B) (4.2)

LITP

Ganfeng Lithium, the largest lithium producer globally, anticipates significant growth in the energy storage system (ESS) market by 2026, driven by rising lithium prices and increased demand for renewable energy. Executives highlighted a strong trajectory due to the global decarbonization push, with Ganfeng recovering from losses to report a profit of 1.61 billion yuan in 2025. Despite a recent drop in share prices, analysts predict China's continued dominance in the ESS market, supported by government initiatives and a surge in battery storage capacity.

SCMP

Standard Lithium

Sprott Lithium Miners ETF

Ganfeng Lithium sees surge in battery demand amid China-US energy rivalry

RCRUY

6098

Global markets are experiencing volatility amid geopolitical tensions and fluctuating energy prices, with value stocks gaining investor interest. Notable undervalued stocks include Ganfeng Lithium Group, trading 40.8% below fair value, and Recruit Holdings, trading 47.9% below fair value. Both companies show potential for growth, with Ganfeng recovering from a net loss and Recruit announcing a share repurchase program. Analysts expect significant earnings growth for Zhejiang Century Huatong Group, which is trading 17.8% below its estimated cash flow value. The article emphasizes careful analysis of fundamentals in identifying undervalued stocks.

Simplywall

Recruit Holdings

Recruit Holdings Co., Ltd.

Global Value Stocks Trading Below Estimated Worth In April 2026

06809

09866

03808

00883

01171

00857

01816

KNOWLEDGE ATLAS(02513) rose 31.94%, with a trading turnover 5.0 Billion HKD, and a year-to-date rose 687.4%. MINIMAX-W(00100) rose 14.04%, with a trading turnover 3.0 Billion HKD, and a year-to-date rose 542.4%. GANFENGLITHIUM(01772) fell 3.99%, with a trading turnover 1.3 Billion HKD, and a year-to-date rose 34.5%. CNOOC(00883) fell 3.71%, with a trading turnover 8.4 Billion HKD, and a year-to-date rose 26.6%.

- The Hang Seng Index rose by 2.04%, with a year-to-date decline of 1.3%, while the Hang Seng Tech Index increased by 2.29% but has fallen 13.8% so far this year.  
- Zhizhong (02513) surged by 31.94% with a trading volume of HKD 4.98 billion, achieving a cumulative rise of 687.4% for the year.  
- Conversely, Ganfeng Lithium (01772) fell by 3.99% with a volume of HKD 1.25 billion, albeit having a year-to-date increase of 34.5%.

MONTAGE TECH

Top 5 HK Stock Gainers/Losers (>100B) (4.1)

SGGANFE@EC2610A(28308.HK)

SGGANFE@EC2610A Stock Performance Chart

The Half-Day Express reports that the Hang Seng Index rose by 359 points; the Hang Seng Tech Index increased by 146 points. Alibaba rose by over 4%, while CATL, Ganfeng Lithium, MicroPort Medbot-B, ASMPT, and CHINARES PHARMA reached new highs

STOCKS | Hong Kong Solid-State Battery Sector Sees Gains

Top 5 HK Stock Gainers/Losers (>100B) (4.15)

The report from "Big Banks" predicts that supply and demand imbalance will drive up short-term lithium prices, raising the target prices for Ganfeng Lithium and Tianqi Lithium

Domestic Rectification-Induced Production Halts and Overseas Import Restrictions Create 'Double Squeeze' on Short-Term Lithium Carbonate Supply