BIGANFE@EC2609B

William O'Neill resumes tracking GFL Lithium's A-shares with a buy rating

Zimbabwe Suspends Lithium Ore Exports, Lithium Stocks Surge

Ganfeng Lithium Begins Production of New Semisolid Batteries and Trial Production of All-solid-state Battery Packs

Ganfeng Lithium Begins Mass Production of New Electric Vehicle Batteries

UBS Maintains Buy Rating on GFL with Target Price of HKD 74.35

Ganfeng Lithium and Vowloft Engage in eVTOL Battery Cooperation

Comparison of Ganfeng Lithium and Tianqi Lithium Turning Profit in 2025

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

CT IND GROUP

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Lithium miners, including Albemarle Corp., are experiencing a surge in stock prices following Zimbabwe's suspension of all raw mineral and lithium concentrate exports. This ban, effective immediately, adds supply pressure to an already tight market, with lithium prices having doubled since late October 2025. Analysts are becoming more optimistic about the sector, with Bank of America upgrading Albemarle due to improved market fundamentals and strong demand for battery storage. Lithium carbonate futures remain high, above $18 per kilogram.

Sherwoodnews

Albemarle

Albemarle and fellow lithium miners jump on Zimbabwe export ban

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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%

AASTOCKS

GANFENGLITHIUM

Ganfeng Lithium

TIANQI LITHIUM

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

SMIC

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

GF CSI Rare Metals Theme ETF

Guotai CSI Non-ferrous Metal ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

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

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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

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YOFC(06869) rose 14.43%, with a trading turnover 1.3 Billion HKD, and a year-to-date rose 147%. GANFENGLITHIUM(01772) rose 8.48%, with a trading turnover 617.7 Million HKD, and a year-to-date rose 28%. KNOWLEDGE ATLAS(02513) fell 22.76%, with a trading turnover 3.2 Billion HKD, and a year-to-date rose 381.9%. MINIMAX-WP(00100) fell 13.35%, with a trading turnover 2.2 Billion HKD, and a year-to-date rose 409.4%.

Top Gainers & Losers

YOFC

ZIJIN GOLD INTL

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Top 5 HK Stock Gainers/Losers (>100B) (2.23)

TNR Gold Corp. announced that Ganfeng Lithium has commenced production at the Mariana Lithium Project in Argentina, where TNR holds a 1.5% NSR Royalty. The project, with an annual capacity of 20,000 tons of lithium chloride, aims to enhance profitability and competitiveness. Ganfeng has invested in multiple projects in Argentina, contributing to local development and environmental sustainability. The Mariana project is expected to create over 11,600 jobs and utilizes renewable energy sources. TNR Gold is transitioning to a cash flow-generating royalty company focused on critical materials for the energy sector.

StockTitan

TNR Gold NSR Royalty Update - Ganfeng's Mariana Lithium Officially Commenced Production | TRRXF Stock News

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Ganfeng Lithium, the world's largest lithium metal producer, has started mass production of semi-solid-state EV batteries with an energy density of 650 Wh/kg. The company holds supply agreements with major automakers including Tesla, Volkswagen, and Hyundai, and dominates the lithium metal market with a 45% global share and 70% in China. Recently, Ganfeng and Hyundai signed a four-year deal for lithium hydroxide, essential for EV batteries.

Electrek

Hua Xia CSI New Energy Vehicles ETF

Ping An CSI New Energy Vehicles Industry ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

The world’s largest lithium metal maker is now producing semi-solid-state EV batteries

BlackRock's long position in H-shares of Ganfeng Lithium decreases to 5.93%, HKEX filing shows

marketscreener

BlackRock's long position in H-shares of Ganfeng Lithium decreases to 5.93%, HKEX filing shows

In a report released today, from UBS maintained a Buy rating on Ganfeng Lithium Co, with a price target of HK$74.35.President's Day Sale - 70% OffUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Currently, the analyst consensus on Ganfeng Lithium Co is a Moderate Buy with an average price target of HK$60.26.

Tip Ranks

UBS Sticks to Its Buy Rating for Ganfeng Lithium Co (GNENF)

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Data released by the National Bureau of Statistics shows that in early February 2026, the price of lithium iron phosphate (ordinary power type) fell by 11.9% month-on-month. Among the 50 important production materials monitored, the prices of 28 products increased, 20 decreased, and 2 remained unchanged

Great Power

Xingyin Guozheng New Energy Vehicle Battery ETF

CAPCHEM

China Merchants CSI Battery Theme ETF

National Bureau of Statistics: In early February, the price of lithium iron phosphate (ordinary power type) fell by 11.9% month-on-month

Ganfeng Lithium Co (HK:1772) announced the retirement of independent non-executive director Xu Yixin in March 2026, coinciding with the election of a new director. The board has nominated corporate lawyer Xu Jianzhang for the position, pending shareholder approval, with an annual remuneration of RMB80,000. His expertise in corporate governance is expected to enhance investor confidence. The latest analyst rating for Ganfeng Lithium stock is a Hold, with a price target of HK$63.00. Ganfeng Lithium focuses on lithium production for battery applications and is listed in Hong Kong.

Ganfeng Lithium Lines Up New Independent Director as Long-Serving Board Member Nears Retirement

Indonesia requires the world's largest nickel mine, Weda Bay Nickel, to reduce production to 12 million tons, significantly lower than last year's 42 million tons, leading to a 2.8% increase in nickel futures prices on the London Metal Exchange. This news drove Ganfeng Lithium's stock price up by 5.15%, closing at 61.2 yuan, with a transaction volume of 733 million yuan. Eramet confirmed the reduction and plans to apply for a quota adjustment

The world's largest nickel mine is required to reduce production by Indonesia, Ganfeng Lithium rose 5% for the day

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ZIJIN GOLD INTL(02259) rose 9.06%, with a trading turnover 1.7 Billion HKD, and a year-to-date rose 56.7%. BILIBILI-W(09626) rose 5.16%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 31.1%. POP MART(09992) fell 5.49%, with a trading turnover 4.4 Billion HKD, and a year-to-date rose 35.9%. MINIMAX-WP(00100) fell 4.82%, with a trading turnover 681.6 Million HKD, and a year-to-date rose 210.9%.

- The Hang Seng Index increased by 0.31%, with a year-to-date gain of 6.4%, while the Hang Seng Tech Index rose by 0.9%, showing a year-to-date decline of 0.3%.  
- Zijin Mining International (02259) saw a rise of 9.06% with a trading volume of HKD 1.7 billion, resulting in a year-to-date increase of 56.7%.  
- Bilibili-W (09626) grew by 5.16%, with a trading volume of HKD 1.22 billion, reflecting a year-to-date increase of 31.1%, whereas Pop Mart (09992) fell by 5.49%, despite a year-to-date increase of 35.9%.

BIGANFE@EC2609B(25232.HK)

Albemarle and fellow lithium miners jump on Zimbabwe export ban

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

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

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

STOCKS | Hong Kong Stocks Open Higher as Lithium Shares Surge