UB#GANFERP2710A

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

NTES-S

KWAN YONG

PEIJIA-B

REMEGEN

RADIANCE HLDGS

POP MART

BAOZUN-W

ARCHOSAUR GAMES

XIAOCAIYUAN

HEPALINK

06990

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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%.

Top Gainers & Losers

SKB BIO

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SBP GROUP

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KNOWLEDGE ATLAS

XUNCE

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GANFENGLITHIUM

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

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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

AASTOCKS

Ganfeng Lithium

TIANQI LITHIUM

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

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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

Wallstreetcn

CATL

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

Citigroup Inc.'s long position in H-shares of Ganfeng Lithium increases to 5.7% on Apr 2 from 5.08%, HKEX filing shows

marketscreener

Citigroup

Citigroup Inc.'s long position in H-shares of Ganfeng Lithium increases to 5.7% on Apr 2 from 5.08%, HKEX filing shows

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Citigroup Inc.'s short position in H-shares of Ganfeng Lithium increased to 2.85% on Apr 2 from 2.29%, HKEX filing shows

Invesco DB TR Base Metals ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

China Southern CSI SWS Non-Ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Hwabao WP CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

GF CSI Rare Metals Theme ETF

ISHRS MSCI Glb Slct Met & Mining

Guotai CSI Non-ferrous Metal ETF

Citigroup Inc.'s short position in H-shares of Ganfeng Lithium increased to 2.85% on Apr 2 from 2.29%, HKEX filing shows

Alert wrongly tagged to Ganfeng Lithium withdrawn

Alert wrongly tagged to Ganfeng Lithium withdrawn

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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.

CoinLive

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

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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

BATT

LITP

Zimbabwe to introduce lithium export quotas, sets conditions for resumption of shipments

Amplify Lithium & Battery Tech ETF

Lithium Americas

Themes Lithium & Battery Metal Mnrs ETF

iShares Lithium Miners and Producers ETF

Prospect Resources Ltd.

Global X Lithium & Battery Tech

Sprott Lithium Miners ETF

Chengxin Lithium

Albemarle

Zimbabwe to introduce lithium export quotas, sets conditions for resumption of shipments

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

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

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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)

JPMorgan Chase & Co.'s short position in H-shares of Ganfeng Lithium increased to 3.77% on March 27 from 3.06% - HKEX

JPMorgan Chase

JPMorgan Chase & Co.'s short position in H-shares of Ganfeng Lithium increased to 3.77% on March 27 from 3.06% - HKEX

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

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

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

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

SPDR S&P 500

Invesco QQQ Trust

Proshares UltraPro QQQ

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GRIMCT

DAPUSTOR

Jardine C&C

Singapore Land

FTSE Straits Times Index

Lee Enterprise

DBS Group

Select Medical

☕️ Daily Market Talk | Mar 30, 2026

I think oil will continue to be volatile as long as the war is still going on. As long as the Strait of Hormuz is closed, the supply is still very much constrained.

Bring the gold trade to Singapore would further strengthen Singapore's positioning as a financial center. What better use of the scarce land here than to be paid to stack gold?

Amidst all the FUD, when you look at price and technicals, the markets are flashing some bottoming signals indicating some kind of rebound is on the cards. Amongst them bullish divergences when you compare individual sectors. Markets do not move in a straight line and tend to bamboozle the general crowd. Stay safe!

Watch out for Fed statement and Friday’s NFP data! With the DXY sitting at 100.095, Powell’s upcoming statement and the jobs report could be the catalyst for a shift. If the Dollar Index (DXY) hits resistance at 101 and reverses, the bearish pressure on metals might finally break.

G7 discussion? It's useless when Trump floats the idea of found invasion ain't it? Just brave yourself for the worse, we got a king on the loose. First Greendland, then Venezuela, then Iran.

Singapore stocks are still doing well. I would believe blue chips is the best play. Many mid cap stocks have went up too much and is now in the taking profit stage!

China is really facing a dilemma, it wants the clean energy space to stop killing one another, including EV and solar, but it still wants to stop most subsidies. The best option is to stay away from China stocks in the meantime. The economy is pretty much stuck.

Any reserve, or OPEC or G7, doing anything strategic, will never resolve 20% of the world's oil flow being stuck. Don't be fooled that this will resolve quickly. Brace for impact!

UB#GANFERP2710A(57260.HK)

UB#GANFERP2710A Stock Performance Chart

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

Citigroup Inc.'s long position in H-shares of Ganfeng Lithium increases to 5.7% on Apr 2 from 5.08%, HKEX filing shows

Citigroup Inc.'s short position in H-shares of Ganfeng Lithium increased to 2.85% on Apr 2 from 2.29%, HKEX filing shows