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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

Ganfeng Lithium Announces Significant Q1 2026 Revenue and Profit Growth

GANFENGLITHIUM released FY2026 Q1 earnings on April 29 Pre-Market (BJT), actual revenue HKD 10.43 B (forecast HKD 1.938 B), actual EPS HKD 0.9976 (forecast HKD -2.4276)

Morgan Stanley Upgrades GFL rating to Overweight

Ganfeng Lithium Issues Green Medium-term Notes to Repay Short-term Commercial Paper

GANFENGLITHIUM to Release FY2026 Q1 Earnings on April 29 Pre-Market BJT, Forecast Revenue HKD 1.938 B, EPS HKD -2.4276

Baillie Gifford & Co reduces position in Ganfeng Lithium by 180,800 shares

Morgan Stanley Upgrades GFL's A-shares Rating to Overweight

Jefferies Analyst Maintains Hold Rating on Ganfeng Lithium

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

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Ganfeng Lithium Group Co., Ltd. has confirmed that its 2025 annual general meeting will take place on May 20, 2026, in Xinyu, Jiangxi Province. The agenda now includes a special resolution regarding guarantees to Hong Kong Luyuan, which may impact the company's financial commitments. A supplemental proxy form has been introduced to clarify voting procedures. The latest analyst rating for Ganfeng Lithium (HK:1772) is a Sell, with a price target of HK$60.00. The company specializes in lithium products for batteries and new energy applications, with a market cap of HK$195.9B.

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Ganfeng Lithium Adds Guarantee Proposal to 2025 AGM Agenda

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G Sachs forecasts that the future lithium cycle will be driven by demand, with lithium carbonate prices expected to peak at RMB164,000 (approx. USD21,000) in 1H26. A supply surplus of 20-22% is anticipated in 2H26 and 2027, despite a tight market in early 2026. The report highlights significant growth in energy storage systems and electric vehicles as crucial for sustaining the lithium upcycle. Additionally, supply disruptions in Zimbabwe could impact availability in 2027. GANFENGLITHIUM and TIANQI LITHIUM have had their target prices raised but maintain a 'Sell' rating.

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G Sachs: Future Lithium Cycle to Be Demand-led, Expects Lithium Carbonate Prices to Peak in 1H26

GANFENGLITHIUMshares rose 5.34% to HKD87.75, with a turnover of HKD355 million. JPMorgan reported a net profit of RMB1.84 billion for 1Q, up 16% QoQ and 616% YoY, aligning with previous guidance. This profit represents 36% and 37% of JPM's and market consensus for FY2026 earnings. Despite expected earnings growth, rising spodumene prices may pressure margins, and supply uncertainties could increase volatility. JPM maintains a Neutral rating with a target price of HKD70 for the stock.

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GANFENGLITHIUM  Rises 5%; JPM: 1Q Profit In Line

Goldman Sachs analyst Trina Chen has reaffirmed a Sell rating on Ganfeng Lithium Co (GNENF), setting a price target of HK$60.00. Chen, a 4-star analyst with a 58% success rate, reports that the consensus on Ganfeng Lithium is a Moderate Buy with an average price target of HK$72.00. Chen also covers other stocks in the Basic Materials sector.

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Goldman Sachs Reaffirms Their Sell Rating on Ganfeng Lithium Co (GNENF)

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China's energy storage sector is rapidly advancing towards larger battery capacities, with a shift from 314Ah to 500Ah and beyond. Leading manufacturers like Ganfeng Lithium and Envision Energy are pushing for higher capacities, with projections indicating that 500Ah+ cells will become mainstream by 2027. Factors driving this trend include the demand for larger-scale energy storage solutions and cost efficiency. However, challenges related to safety, production costs, and market demand remain. Industry consensus suggests that while larger capacities are pursued, they are not always better due to potential safety risks and practical constraints in production.

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China's Race Toward Higher Capacity Batteries—Is Bigger Really Better?

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GANFENGLITHIUMreported a net profit of RMB1.837 billion for Q1 2026, a significant turnaround from a net loss of RMB356 million in the same period last year. Revenue surged 143.8% year-on-year to RMB9.196 billion, driven by increased sales volume and prices of lithium products. The company's earnings per share (EPS) stood at RMB0.88. The stock rose by 6.943% to +5.450, with short selling at $129.08 million and a ratio of 9.104%.

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GANFENGLITHIUM  1Q26 Net Profit RMB1.837 billion, Swing to Profit

Ganfeng Lithium Co (HK:1772) reported a significant profit rebound in Q1 2026, with operating income up 143.81% year-on-year to RMB 9.20 billion and a net profit of RMB 1.84 billion, reversing previous losses. Earnings per share improved to RMB 0.88, and net cash flow from operations turned positive, indicating stronger demand in the lithium sector. The company's balance sheet showed modest growth in total and net assets, enhancing investor confidence. Analysts currently rate the stock as a Hold with a price target of HK$75.82.

Ganfeng Lithium Swings to Strong Profit in First Quarter of 2026

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Ganfeng Lithium Adds Guarantee Proposal to 2025 AGM Agenda

G Sachs: Future Lithium Cycle to Be Demand-led, Expects Lithium Carbonate Prices to Peak in 1H26

GANFENGLITHIUM Rises 5%; JPM: 1Q Profit In Line

Goldman Sachs Reaffirms Their Sell Rating on Ganfeng Lithium Co (GNENF)

China's Race Toward Higher Capacity Batteries—Is Bigger Really Better?

GANFENGLITHIUM 1Q26 Net Profit RMB1.837 billion, Swing to Profit

Ganfeng Lithium Swings to Strong Profit in First Quarter of 2026