UB#GANFERC2608A

UNI HEALTH

QUANTGROUP

AE LOGISTICS

XUNCE

KINTOR PHARMA-B

XunZhong

ILUVATAR COREX

HP LIVING TECH

NANFANG COMM

ZHAOWEI

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On March 9, 2026, the three major indices of the Hong Kong stock market collectively closed lower, with the Hang Seng Index down 1.35%, hindered by previous high resistance. On the market, the internet content and retail sectors showed weakness due to declining consumer demand, while the oil and gas exploration sector strengthened against the trend, with CNOOC rising 3.31% and Shandong Molong surging 25.06%. Market trading was active, with Tencent, Alibaba, and leading oil and gas companies topping the trading volume, but short-term sentiment leaned towards caution

- On March 9, 2026, Hong Kong's major indices declined, with the Hang Seng Index falling 1.35% to 25,408.46 points, unable to break the peak from March 6.  
- The oil and gas exploration sector outperformed, driven by rising international oil prices, while the retail sector faced declines due to concerns over consumer demand.  
- Investor focus remains on economic recovery indicators, with macro policy developments and improvement in economic data being key variables for market momentum.

Market Heartbeat

CNOOC

CHK OIL

SHANDONG MOLONG

TENCENT

BABA-W

SENSETIME-W

JD-SW

MNSO

CHINA COAL

MENGNIU DAIRY

LI AUTO-W

GANFENGLITHIUM

China Universal CSI Oil & Gas Resources ETF

Guotai CSI Oil & Gas Industry ETF

Yinhua CSI Oil & Gas Resources ETF

Bosera CSI Oil & Gas Resources Index ETF

Shandong Molong

Hong Kong Stock Market Closing | The Hang Seng Index fell 1.35%, the oil and gas sector rose against the trend, Shandong Molong increased by 25%

AMLI

LAAC

SGML

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AMLIF

LITP

Lithium Royalty Corp. (LRC) has announced updates on its royalty portfolio, including the acquisition of a royalty on Ganfeng's Goulamina lithium project, expected to yield a Q4 2025 payment of approximately $2.9 million. Sigma Lithium resumed mining at Grota do Cirilo, selling lithium fines and enhancing liquidity. Ganfeng's Mariana project achieved its first shipment of lithium chloride, while Core Lithium sold a stockpile of spodumene concentrate. LRC focuses on a diversified portfolio of 38 royalties related to lithium and critical minerals for the energy transition.

fidelity

American Lithium

Standard Lithium

Lithium Americas Argentina C

Lithium Energy Ltd.

Sigma Lithium

Core Lithium Ltd

Ganfeng Lithium

Lithium Americas

AMERICAN LITHIUM CORP

Sprott Lithium Miners ETF

Lithium Royalty Corp. Announces Portfolio Updates

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MINIMAX-WP(00100) rose 9.1%, with a trading turnover 2.8 Billion HKD, and a year-to-date rose 397.6%. COSCO SHIP HOLD(01919) rose 5.16%, with a trading turnover 2.1 Billion HKD, and a year-to-date rose 18.5%. DONGFANG ELEC(01072) fell 13.83%, with a trading turnover 1.5 Billion HKD, and a year-to-date rose 36.6%. GANFENGLITHIUM(01772) fell 10.85%, with a trading turnover 1.6 Billion HKD, and a year-to-date rose 13.9%.

Top Gainers & Losers

MINIMAX-WP

COSCO SHIP HOLD

PETROCHINA

OOIL

DONGFANG ELEC

SANHUA

ZIJIN GOLD INTL

Top 5 HK Stock Gainers/Losers (>100B) (3.3)

GANFENGLITHIUM fell 10.78%; Dongyue Group fell 7.09%, with a transaction volume of HKD 328 million; Tianqi Lithium fell 7.45%, with a transaction volume of HKD 322 million; Global New Material International rose 3.27%, with a transaction volume of HKD 30.7 million; Huabao International fell 4.11%, with a market value of HKD 13.6 billion

HK Stock Movers Tracker

Hong Kong stock movement: GANFENGLITHIUM fell 10.78%, with poor earnings forecast and market wait-and-see sentiment putting dual pressure on the stock price

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Jpmorgan Chase's long position in H-shares of Ganfeng Lithium increases to 5.36%, HKEX filing shows

marketscreener

Guotai CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

China Southern CSI SWS Non-Ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

GF CSI Rare Metals Theme ETF

Jpmorgan Chase's long position in H-shares of Ganfeng Lithium increases to 5.36%, HKEX filing shows

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The three major A-share indices opened lower, with the Shanghai Composite Index down 0.4%, the Shenzhen Component Index down 0.9%, and the ChiNext Index down 1.2%. Lithium mining stocks and chip stocks generally retreated, with Ganfeng Lithium and TIANQI LITHIUM opening down 2% and 2.1%, respectively. SMIC and Hua Hong opened down 1.4% and 1.8%. AI chip stock Cambricon opened down 2%. The central parity rate of the RMB against the USD remained unchanged, and the People's Bank of China lowered the foreign exchange risk reserve ratio to zero

AASTOCKS

SMIC

TIANQI LITHIUM

HUA HONG SEMI

Cambricon

Guotai CSI All Share Integrated Circuit ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Hua Hong

The three major A-share indices of Shanghai and Shenzhen opened lower by 0.4% to 1.2%, with lithium and chip-related stocks retreating

LITM

BATT

Goldman analyst James McGeoch is eyeing a trading opportunity following Zimbabwe's immediate suspension of lithium concentrate and raw mineral exports to enforce local processing. This disruption, affecting a significant portion of global lithium supply, has already influenced Chinese lithium prices, which rose by 14% post-announcement. McGeoch notes that Zimbabwe's production accounts for about 10% of ex-China supply, and the ban will remain until miners comply with government regulations. He anticipates further price increases in the lithium market as a result of this development.

ZeroHedge

Global X Lithium & Battery Tech

Snow Lake Resources

Amplify Lithium & Battery Tech ETF

Zimbabwe Lithium Disruption Has Goldman Eyeing This Trade

The Zimbabwe Ministry of Mines announced a suspension of all raw mineral and lithium concentrate exports due to the discovery of misconduct during the export process. The ban applies to all minerals in transit. This move is based on national interests. As a result, the main contract for lithium carbonate in the mainland rose by more than 11%. Hong Kong lithium mining stocks performed strongly, with TIANQI LITHIUM rising by 4.04% and Ganfeng Lithium rising by 3.26%

Zimbabwe bans the export of all raw minerals and lithium concentrates, Ganfeng Lithium and TIANQI LITHIUM rise by 3% to 4%

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Today, the three major indices of A-shares opened with mixed performances. The Shanghai Composite Index rose slightly by 0.09%, the Shenzhen Component Index increased by 0.1%, while the ChiNext Index opened lower by 0.2%. The central parity rate of the RMB against the US dollar was adjusted to 6.9228. Lithium mining stocks rose due to Zimbabwe's suspension of lithium exports, with Ganfeng Lithium and Tianqi Lithium opening up by 4.4% and 5.9%, respectively. CATL opened lower by 1.7%. SMIC opened flat and plans to acquire a 49% stake in SMIC North

CATL

Penghua Guozheng Non-ferrous Metal Industry ETF

Yinhua CSI Non-ferrous Metal ETF

The three major A-share indices of Shanghai and Shenzhen opened mixed, lithium mining stocks rose, while CATL was slightly weak

STECH

00HSI

TIANQI LITHIUM rose over 6%, Ganfeng Lithium rose over 5%

Wallstreetcn

Hang Seng TECH Index

Hang Seng Index

The Hang Seng Index opened up 0.95%, and the Hang Seng TECH Index rose 0.46%

Hong Kong's stock market opened with gains, as the Hang Seng Index rose by 0.95% and the Hang Seng Tech Index increased by 0.46%. According to Jin10, lithium mining stocks saw significant upticks, with Tianqi Lithium Corporationopening 6.11% higher and Ganfeng Lithium Co., Ltd.rising by 5.48%. The surge in lithium stocks follows Zimbabwe's announcement to halt the export of lithium concentrate and raw ore.

CoinLive

STOCKS | Hong Kong Stocks Open Higher as Lithium Shares Surge

Chinese supplier Ganfeng Lithium has commenced production of semi-solid-state batteries with an energy density of 650 Wh/kg, alongside pilot production of all-solid-state battery packs. Ganfeng, a major lithium processor for companies like Hyundai, is shifting focus to advanced battery technologies. The new batteries feature a stress-free anode and high heat resistance, supporting fast charging and reduced weight for applications in robotics and electric aviation, rather than automotive use. Ganfeng aims to leverage these developments for future solid-state battery production.

electrive

Hyundai supplier Ganfeng begins production of semi-solid-state batteries

UB#GANFERC2608A(69983.HK)

Hong Kong Stock Market Closing | The Hang Seng Index fell 1.35%, the oil and gas sector rose against the trend, Shandong Molong increased by 25%

Lithium Royalty Corp. Announces Portfolio Updates

Top 5 HK Stock Gainers/Losers (>100B) (3.3)

Hong Kong stock movement: GANFENGLITHIUM fell 10.78%, with poor earnings forecast and market wait-and-see sentiment putting dual pressure on the stock price

Jpmorgan Chase's long position in H-shares of Ganfeng Lithium increases to 5.36%, HKEX filing shows