CTGANFE@EC2607A

CHINA OIL & GAS

PETRO-KING

DZUG

CHK OIL

MANY IDEA CLOUD

HAO TIAN INTL

JY GAS

COSCO SHIP DEV

GLOBAL UIN

BG BLUE SKY

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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

CNOOC

OOIL

DONGFANG ELEC

GANFENGLITHIUM

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

Ganfeng Lithium

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

LITP

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

Sprott Lithium Miners 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

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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%.

YOFC

ZHAOJIN MINING

KNOWLEDGE ATLAS

CTG DUTY-FREE

MONTAGE TECH

GIGADEVICE

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

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)

CTGANFE@EC2607A(25500.HK)

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

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

Zimbabwe Lithium Disruption Has Goldman Eyeing This Trade