JPGANFE@EC2610A

Ganfeng Lithium Returns to Profitability in Q1, Driven by Strong Demand for Lithium Salts in Global New Energy Sector

Multiple HK-listed Companies Announce Significant Business Developments and Financing Dynamics

BlackRock Increases Stake in Ganfeng Lithium to 5.22%

Ganfeng Lithium Expected Net Profit of 1.6B-2.1B Yuan in Q1 2026

Citi Group reduces holdings of Ganfeng Lithium H-shares

Ganfeng Lithium Considers Issuing a 710 Million Yuan Green Bond

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

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Lithium producer Ganfeng Lithium Group Co., Ltd. announced on Thursday that it achieved profitability in the first quarter, with expected net profits between 1.6 billion yuan (235 million USD) and 2.1 billion yuan, reversing a loss of approximately 356 million yuan in the same period last year. The company attributed the improvement to the ongoing expansion of the global new energy industry, which has driven a strong rebound in lithium salt demand. The increase in product prices compared to the same period last year also supported the rebound. Additionally, the gradual advancement of lithium resource projects has improved the company's cost structure. Furthermore, the rising demand for power batteries and new energy vehicles has also played a positive role

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BRIEF: Ganfeng Lithium returns to profit on lithium rebound

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Lithium producer Jiangxi Ganfeng Lithium Group expects a net profit of between 1.6 billion and 2.1 billion yuan in the first quarter of 2023, a significant rebound from a loss of 356 million yuan in the same period last year. The improvement in performance is mainly attributed to the expansion of the global new energy industry, the recovery in lithium salt demand, and the increase in product prices. In addition, the release of lithium resource project capacity and the growth in demand for power batteries have also driven the production and sales volume of lithium batteries. The company's holdings in PLS Group stocks increased, bringing approximately 259 million yuan in earnings. On Friday, the stock price closed at HKD 82.75, down 1.66%

News: Lithium prices rebound, Ganfeng Lithium forecasts a profit in the first quarter after losses

Ganfeng Lithium, the world's largest lithium producer, forecasts a profit of 1.6 to 2.1 billion yuan for Q1, driven by soaring demand for EV and ESS batteries. This marks a significant recovery from a net loss of 360 million yuan a year prior. The company attributes its success to rising lithium prices and increased orders, benefiting from the global renewable energy push. Analysts suggest that Ganfeng's market leadership and expanded capacity position it well for continued growth amid rising EV adoption and energy storage needs.

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China’s lithium giant Ganfeng sees profit jump as EV, ESS battery demand soars

Ganfeng Lithium Co (HK:1772) has issued a positive profit alert for Q1 2026, forecasting a net profit of RMB1.6 billion to RMB2.1 billion, a significant recovery from a loss last year. Basic earnings per share are expected to rise to RMB0.77 to RMB1.01. The increase is attributed to stronger demand for lithium salts, higher selling prices, and improved production in its lithium battery segment. However, management warns that these figures are preliminary and urges caution regarding potential risks. The current analyst rating for the stock is a Hold with a price target of HK$55.91.

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Ganfeng Lithium Signals Sharp First-Quarter Profit Rebound on Strong Demand

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The Hang Seng Index closed at 26,394 points, up 446 points or 1.7%. The Hang Seng Tech Index reported 5,092 points, up 180 points or 3.7%. The total market turnover was HKD 256.228 billion. Major stocks such as Alibaba, Xiaomi, and Tencent all saw increases, with Alibaba rising 5.6%, Xiaomi up 3.8%, and Tencent up 3.6%. CATL and JD LOGISTICS reached new highs, with active trading

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According to the "All-Day Express," the Hang Seng Index rose by 446 points; the Hang Seng Tech Index increased by 180 points. Alibaba rose by over 5%, Xiaomi Group rose by over 3%, Tencent rose by over 3%. CATL, JD LOGISTICS, GANFENGLITHIUM, MicroPort Medbot-B, and WASION HOLDINGS reached new highs with active trading

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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

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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

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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.

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STOCKS | Hong Kong Solid-State Battery Sector Sees Gains

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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%.

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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

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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

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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

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

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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.

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STOCKS | Hong Kong Lithium Battery Stocks Surge Amid Market Volatility

US stocks continue to trade on Oil futures and war headlines and I don't think the volatility will end anytime soon. Trump even hinted at &#34;Cuba operation&#34; next, so uncertainty continues to loom over the next few months. Personally just taking the opportunity to load up on Index funds for long term

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BRIEF: Ganfeng Lithium returns to profit on lithium rebound

Basic materials roundup: Market talk

News: Lithium prices rebound, Ganfeng Lithium forecasts a profit in the first quarter after losses

China’s lithium giant Ganfeng sees profit jump as EV, ESS battery demand soars

Ganfeng Lithium Signals Sharp First-Quarter Profit Rebound on Strong Demand