BPGANFE@EC2612B

Ganfeng Lithium's Energy Storage Cells at Full Capacity, New 588Ah/648Ah Lines Accelerate

Tianqi Lithium and Ganfeng Lithium Stocks Drop 3-4%, JPMorgan Maintains Neutral Rating

Ganfeng Lithium Indirectly Establishes Shenzhen Xingqing Zhitai Tech, 100M RMB Capital for Robotics

Mineral Resources Co and Ganfeng Lithium approve $352M project to develop Marion Hill lithium mine

Shenzhen Shuzhi Green Energy Technology Co., Ltd. Established Under Ganfeng Lithium

Shanghai Steel Union: MMLC Battery Grade Lithium Carbonite Morning Mid-Price Rises 1000 to 179,250 CNY/Ton Today

Zhong Shanshan's Company Invests in Zhibang Lithium, Entering Solid-State Battery Field for First Time

YiChuShuZhi Holds Strategic Mobilization Meeting to Accelerate Energy Storage Layout, Reports of 2028 HK IPO

Ganfeng Lithium Advances Dual-Route Solid-State Batteries, 500Wh/kg Product Enters Small-Batch Mass Production

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

Baillie Gifford sells 2.6 million shares of Ganfeng Lithium for approx 201 million HKD

Baillie Gifford Reduces Holding in Ganfeng Lithium by 2.4971 million Shares

UBS Raises Lithium Price Forecast by 18% for 2026

Ganfeng Lithium Achieves Full Production, Chinese Enterprises Succeed in Global Lithium Resource Industry

Van Eck Associates Increases Holdings in Ganfeng Lithium to 5.01%

Lithium Carbonate Main Contract Rises Over 6% to 197,580 Yuan per Ton

Ganfeng Lithium's 2025 Annual General Meeting to Discuss Guarantees for Green Origin

JPMorgan Provides Profit Forecast for Ganfeng Lithium

Goldman Sachs Analyst Reiterates Sell Rating on Ganfeng Lithium with a Target Price

Shenzhen EHANG Oriental Low Altitude Economy Industry Private Equity Fund Adds GFL Lithium's Subsidiary as Partner and Increases Capital to 1 Billion Yuan

SYNERTONE

TAILAM TECHCON

SOFTMEDX

MICROWARE

HAITIAN ANTENNA

WING FUNG GROUP

INTELLIMARK W27

HIPINE

YAN TAT GROUP

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Tianqi Lithium and Ganfeng Lithium shares dropped approximately 3-4% amid negative sentiment in the lithium sector. JP Morgan cited a lack of consensus on supply and demand, noting that recent positive catalysts have played out while risks tilt unfavorable. Consequently, JPM maintained a Neutral rating on both stocks, predicting near-term reversal unlikely.

AASTOCKS News

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Ganfeng Lithium

GANFENGLITHIUM

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

TIANQI LITHIUM, GANFENGLITHIUM Sag ~3-4%; JPM: Recent News Adds Pressure to Lithium Sector

Citi raised its outlook on lithium prices, expecting them to test RMB250,000/tonne in late 2026 due to strong demand. The bank upgraded its preference for lithium producers over other battery chain segments. Consequently, Citi increased target prices and reaffirmed Buy ratings for Ganfeng Lithium (HKD78.12) and Tianqi Lithium (HKD68), citing improved cost competitiveness and earnings recovery potential for both companies.

Citigroup

CATL

Yuneng New Energy

CALB

CITIGROUP INC 6.250 NON CUM SER II PFD WI

CATL HK SDR 30to1

Citi Upbeat on Lithium Price Outlook; Raises TP on GANFENGLITHIUM  and TIANQI LITHIUM

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Macquarie upgraded Li Auto to Neutral, forecasting a 28.33% upside. Meanwhile, Ganfeng Lithium announced initial production of a 500 Wh/kg solid-state cell, potentially doubling EV energy densities pending verification. Additionally, new U.S. and MIT-led extraction methods aim to lower costs and boost domestic lithium supply, challenging China's refining dominance.

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Macquarie Group Limited

Macquarie Group

Li Auto

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Macquarie lifts Li Auto rating as Ganfeng claims battery leap

MIT and Ganfeng have announced breakthroughs in lithium extraction and battery technology. MIT's room-temperature process reduces costs by half, while Ganfeng's solid-state cell boasts a record battery density of 500 Wh/kg, potentially extending EV range. These advancements could lessen dependence on China's lithium refining and boost domestic production in the U.S. and elsewhere.

MIT and Ganfeng unveil lithium breakthroughs with global impact

Ganfeng Lithium plans to transfer 8.733 million shares, or 5.5% of its total equity, due to financial needs. The transfer will be conducted through an inquiry-based method, not via centralized bidding or block trading, and the transferee cannot transfer the shares for six months post-acquisition.

CoinLive

STOCKS | Ganfeng Lithium to Transfer 8.733 Million Shares Due to Financial Needs

Ganfeng Lithium, China's largest lithium producer, has launched the world's first 10 Ah solid-state batteries with an energy density of 500 Wh/kg. The company holds supply agreements with major automakers including Tesla, Volkswagen, and Hyundai, and recently secured a four-year deal with Hyundai for lithium hydroxide, essential for EV batteries.

Electrek

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Bayerische Motoren Werke AG

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BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

Solid-state EV batteries hit another major milestone in China

Ganfeng Lithium has commenced small-scale production of the world's first 10 Ah solid-state batteries with a 500 Wh/kg energy density. The company reported that its 400 Wh/kg solid-state cell has exceeded 1,100 cycles, indicating potential for large-scale application. Ganfeng is focusing on high-end EVs and other sectors, while anticipating a tight supply-demand balance for lithium resources through 2027.

CnEVPost

GAC Group

GAC GROUP

Ganfeng Lithium starts small-scale production of 500 Wh/kg solid-state batteries

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