HUGANFE@EC2611A

JPMorgan Reduced GFL Holding for Approximately HKD 180 Million

DBS Projects Ganfeng Lithium's Net Profit Between RMB1.1B to RMB1.65B in 2025

Lithium Carbonate Continuous Main Contract Dips 3% Intraday

DBS Raises Target Price for GFL's A and H Shares

Ganfeng Lithium Completes the Issuance of the First Issue of Green Sci-Tech Innovation Bonds in 2026 with a Total Amount of 500 Million Yuan

Ganfeng Lithium Completes 2 Billion Yuan Green Super Short-Term Commercial Paper Issuance

Ganfeng Lithium Announces Annual Profit Turning from Loss to Profit

Ganfeng Lithium's Expected 2025 Net Profit Changes and Fair Value Gains

BNP Paribas Upgrades GFL Lithium's A-share Rating to Outperform, with a Target Price of 88 Yuan

Uptake in GF Lithium's Target Price and Profit Forecast by Dahua Jixian

Ganfeng Lithium Plans to Launch Foreign Exchange and Commodity Futures Hedging Business

UOB Kay Hian Raises Target Price for Ganfeng Lithium to HKD90

Ganfeng Global Energy Technology Co., Ltd. Established

Uptick in rating for GFL Lithium A-shares to Buy by UOB Kay Hian

JPMorgan Increases Long Position in Ganfeng Lithium

Lithium Carbonate Main Contract Rises 7% Intra-day

Lithium Carbonate Futures Price Plunges

Sharp Rise in Lithium Carbonate Futures Driven by Policy

JPMorgan reduces short position in Ganfeng Lithium H-shares

JPMorgan Increases Stake in Ganfeng Lithium to 5.19%

RIVERINE CHINA

ZIJING INTL FIN

ASIA TELE-NET

SPT ENERGY

RAFFLESINTERIOR

AHSAY BACKUP

CENTURY LEGEND

CITY COOLXUAN

FS ANTHRACITE

MODERN LAND

01171

09980

01898

00670

00753

00100

02513

09961

01347

01772

YANKUANG ENERGY(01171) rose 10.58%, with a trading turnover 1.6 Billion HKD, and a year-to-date rose 29.3%. EASTROC(09980) rose 9.53%, with a trading turnover 819.7 Million HKD, and a year-to-date rose 11.2%. MINIMAX-WP(00100) fell 8.43%, with a trading turnover 691.1 Million HKD, and a year-to-date rose 222.4%. KNOWLEDGE ATLAS(02513) fell 6.58%, with a trading turnover 254.1 Million HKD, and a year-to-date rose 95.5%.

Top Gainers & Losers

YANKUANG ENERGY

EASTROC

CHINA COAL

CHINA EAST AIR

AIR CHINA

MINIMAX-WP

KNOWLEDGE ATLAS

TRIP.COM-S

HUA HONG SEMI

GANFENGLITHIUM

Top 5 HK Stock Gainers/Losers (>100B) (2.4)

09696

002466

Tianqi Lithium Corp. has announced plans to sell up to 3,565,970 Class A shares of Chilean lithium producer SQM, representing 1.25% of SQM’s total share capital. This disposal, classified as a discloseable transaction under Hong Kong listing rules, will be executed at prices not lower than Tianqi’s original investment cost. The move aims to optimize capital allocation and liquidity while maintaining Tianqi’s position as a major SQM shareholder. The current analyst rating for Tianqi Lithium stock is a Hold with a price target of HK$58.00.

Tip Ranks

Sociedad Quimica Y Minera

TIANQI LITHIUM

Tianqi Lithium Plans Partial Stake Sale in SQM in Discloseable Transaction

Tianqi Lithium Corp plans to raise approximately $750 million through a share placement and convertible bonds. The company will issue 65 million new H shares at a discount and has also agreed to a subscription for $375 million in zero-coupon convertible bonds. Proceeds will support lithium sector development and potential acquisitions. Additionally, Tianqi intends to sell up to 3.6 million class A shares in SQM, reducing its stake to 21.9%. The company has a 90-day lock-up period post-placement.

Reuters

Tianqi Lithium to raise $750 million equity-linked funding, eyes further SQM share sale

09988

00425

KBAB

BABX

KWEB

002460

BABA

Daiwa Capital Markets holds a constructive view on the mid-term market outlook, despite potential volatility in February. In January, the Chinese stock market rebounded, with the Hang Seng Index and MSCI China Index rising by 6.9% and 5%, respectively. The firm added Alibaba, Ganfeng Lithium, and MINTH GROUP to its buy list, while Meituan was added to the sell list

AASTOCKS

BABA-W

MINTH GROUP

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

Krne Csi China Internet

Ganfeng Lithium

Alibaba

Daiwa Capital Markets: Maintains a constructive view on the mid-term market conditions; Alibaba, Ganfeng Lithium, and Minth Group added to the buy list; Sell Meituan

Tianqi Lithium Corp says co intends to dispose of up to 3.6 million class A shares in SQM

marketscreener

Tianqi Lithium Corp says co intends to dispose of up to 3.6 million class A shares in SQM

03636

06693

01787

01258

00108

08299

03788

02259

03380

JINXUN RESOURCE(03636) fell 14.55%, with a trading turnover 75.3 Million HKD, and a year-to-date rose 43.3%. CHIFENG GOLD(06693) fell 14.38%, with a trading turnover 946.8 Million HKD, and a year-to-date rose 34.1%. SD GOLD(01787) fell 14.31%, with a trading turnover 1.8 Billion HKD, and a year-to-date rose 27.9%.

JINXUN RESOURCE

CHIFENG GOLD

SD GOLD

CHINFMINING

GR LIFE STYLE

GT GOLD

CHINA HANKING

ZIJIN GOLD INTL

LOGAN GROUP

Top 10 HK Stock Losers (1.30)

03750

01055

01209

02338

01093

00358

CATL(03750) rose 2.85%, with a trading turnover 2.2 Billion HKD, and a year-to-date fell 2.9%. CHINA SOUTH AIR(01055) rose 2.83%, with a trading turnover 95.8 Million HKD, and a year-to-date rose 0%. SD GOLD(01787) fell 14.31%, with a trading turnover 1.8 Billion HKD, and a year-to-date rose 27.9%. GANFENGLITHIUM(01772) fell 10.9%, with a trading turnover 2.1 Billion HKD, and a year-to-date rose 16.5%.

CATL

CHINA SOUTH AIR

CHINA RES MIXC

WEICHAI POWER

CSPC PHARMA

JIANGXI COPPER

Top 5 HK Stock Gainers/Losers (>100B) (1.30)

600547

600988

00HSI

02202

01918

02899

The Hang Seng Index closed down 2.08%, and the Hang Seng Tech Index fell 2.1%. Gold and precious metal stocks performed poorly, with CHIFENG GOLD and SD-GOLD both down about 14%, and ZIJIN GOLD INTL down about 11%. Lithium stocks also saw declines, with GANFENGLITHIUM down about 11% and Tianqi Lithium down about 10%. In the real estate sector, Sunac China fell about 9%, and CHINA VANKE dropped about 6%

Wallstreetcn

SD-GOLD

Hang Seng Index

CHINA VANKE

Sunac China

ZIJIN MINING

The Hang Seng Index closed down 2.08%, and the Hang Seng Tech Index fell 2.1%

GANFENGLITHIUM fell 10.90%; Tianqi Lithium fell 9.17%, with a transaction amount reaching HKD 337 million; Dongyue Group fell 3.34%, with a transaction amount reaching HKD 136 million; Huabao International rose 6.03%, with a transaction amount reaching HKD 63.59 million; Global New Material International fell 1.24%, with a market value of HKD 10.9 billion

HK Stock Movers Tracker

Hong Kong stock movement: BlackRock's reduction and earnings forecast double blow, GANFENGLITHIUM's stock price plummets 10.90%!

DBS Bank has significantly raised the target price for Ganfeng Lithium to 83 yuan and revised the earnings forecast to 1.85 yuan per share / 2.07 HKD. It is expected that the net profit in 2025 will be between 1.1 billion and 1.65 billion yuan, and lithium prices will remain high before mining permits are obtained for the lithium mines in Jiangxi. The bank maintains a "Buy" rating for Ganfeng Lithium, predicting a price-to-earnings ratio of 40 times, with the target price for H shares discounted by 20% compared to A shares

DBS significantly raises Ganfeng Lithium's target price to 83 yuan and upgrades earnings forecast

In the past hour, the Hong Kong stock market has shown a clear divergence, with significant fluctuations in stocks mainly concentrated in the cultural, financial, and resource sectors. The strong rise of ALLEGRO CULTURE has attracted considerable capital inflow, significantly boosting short-term enthusiasm and driving PAK TAK INT'L and ZIJING INTL FIN to follow suit. Meanwhile, lithium battery and gold-related stocks have faced substantial selling pressure, with GANFENGLITHIUM and CSPC PHARMA experiencing noticeable declines, reflecting cautious market sentiment and a shift in capital preferences. 

The stock with the largest movement in the past hour, ALLEGRO CULTURE, surged 22.81% in a short period, indicating strong market demand, rapid capital inflow, and heightened short-term sentiment, suggesting potential for further expansion. The strong performance of this stock has also activated related cultural sectors, attracting more investor attention. 

Strong stocks:
1. PAK TAK INT'L: Up 17.31%, rapidly attracting short-term capital inflow driven by ALLEGRO CULTURE, demonstrating a strong follow-up effect.
2. ZIJING INTL FIN: Up 17.28%, influenced by market sentiment, with noticeable capital inflow and increased activity in the short term.
3. GANFENGLITHIUM: Despite facing downward pressure, there are still attempts to bottom-fish in the short term, with significant volatility.
4. CSPC PHARMA: Down 11.41%, with weakened market sentiment and noticeable capital outflow, leading to a decline in short-term enthusiasm.
5. CHIFENG GOLD: Down 10.77%, significantly pressured against the backdrop of gold price fluctuations, lacking support in the short term

ALLEGRO CULTURE

PAK TAK INT'L

CHALCO

E&P GLOBAL

UNISOUND

Hong Kong stock movement quick report: ALLEGRO CULTURE surged 22.81%, PAK TAK INT'L and ZIJING INTL FIN followed closely, CSPC PHARMA fell over 11%

GANFENGLITHIUM fell 10.97%; Tianqi Lithium fell 10.02%, with a transaction amount reaching HKD 193 million; Dongyue Group fell 4.37%, with a transaction amount reaching HKD 70.62 million; Huabao International rose 4.57%, with a transaction amount reaching HKD 35.26 million; Global New Material International fell 0.56%, with a market value of HKD 11 billion

Hong Kong Stock Movement: BlackRock's Reduction and Earnings Forecast Double Blow, GANFENGLITHIUM Drops Nearly 11%, Market Confidence Hit

603993

600362

03993

CMOC (3993.HK) opened higher yesterday and rose throughout the day, driven by a significant surge in the new energy metals sector. During the session, funds repeatedly increased their positions, closing at a phase high, attracting market attention. The overseas prices of core products such as cobalt and copper have risen, reinforcing the company's profit expectations. Main funds continued to push higher during the session, accompanied by a high turnover rate, with intensified intraday fluctuations, but the bullish pattern clearly dominated. The company has made phased progress in its mining business in Africa, which has also become a highlight of public and fund attention. The technical daily golden cross pattern is clear, and trading volume has significantly increased over the past two trading days. Sector hotspots continue to rotate, with the new energy and energy storage sectors intertwined, and institutional holding sentiment is strong. After consecutive increases, some short-term funds may choose to take profits, raising the risk of high-level pullbacks. If there is an adjustment in the commodity market or negative overseas macroeconomic news, stock price fluctuations may quickly intensify. The strategy should primarily focus on following the trend with high selling and low buying, waiting for the main funds' new round of layout signals

Technical Forecast

CMOC

JCCL

Morning Trend | CMOC (3993.HK) Golden Cross, Focus on Rotation of New Energy Metals

HUGANFE@EC2611A(20391.HK)

Top 5 HK Stock Gainers/Losers (>100B) (2.4)

Tianqi Lithium Plans Partial Stake Sale in SQM in Discloseable Transaction

Tianqi Lithium to raise $750 million equity-linked funding, eyes further SQM share sale

Daiwa Capital Markets: Maintains a constructive view on the mid-term market conditions; Alibaba, Ganfeng Lithium, and Minth Group added to the buy list; Sell Meituan

Tianqi Lithium Corp says co intends to dispose of up to 3.6 million class A shares in SQM