GJGANFE@EC2609A

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

Ganfeng Lithium and Tianqi Lithium Turn Profitable in 2025

FenYi GongTou GanFeng New Energy Technology Co., Ltd Established

JPMorgan Raises Holding Ratio of Ganfeng Lithium H-Shares to 6.72%

Ganfeng Lithium's Subsidiary Ganfeng Energy Storage (Jiangxi) Co., Ltd Established

Ganfeng Lithium Reports RMB 590 Million in Asset Impairment Loss for FY2025

Ganfeng Lithium Revenue Growth of 22.08% in 2025

Ganfeng Lithium Increases Capital in Ganfeng Lithium Battery for Up to 1.41 billion USD

GANFENGLITHIUM released FY2025 Q4 earnings on March 30 After-Market (BJT), actual revenue HKD 9.404 B (forecast HKD 6.818 B), actual EPS HKD 3.4547 (forecast HKD 0.1937)

GANFENGLITHIUM released FY2025 earnings on March 30 After-Market (BJT), actual revenue HKD 25.23 B (forecast HKD 24.33 B), actual EPS HKD 0.8634 (forecast HKD 0.2462)

Nomura Upgrades GFL International to 'Outperform'

FINELAND LIVING

GPIXEL

WK GROUP

MAX SIGHT GROUP

I.CENTURY HLDG

HAO BAI INTL

TEAMWAY INTL GP

GEMILANG INTL

DAISHOMICROLINE

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Bank of America Securities released a report stating that Ganfeng Lithium's first-quarter profit expectation is between RMB 1.6 billion and 2.1 billion, exceeding expectations, mainly driven by demand for electric vehicles and energy storage batteries. The firm raised the target price to RMB 92 and upgraded the profit forecasts for 2026 and 2027. The supply and demand in the Chinese lithium market is balanced, with lithium carbonate prices maintained at RMB 150,000 to 160,000 per ton

AASTOCKS

GANFENGLITHIUM

Ganfeng Lithium

Bank of America

TIANQI LITHIUM

Huayou Cobalt

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

"Big Banks" Bank of America Securities: Ganfeng Lithium's first-quarter profit far exceeds expectations, raising target price to 92 yuan

Jefferies analyst Shuhang Jiang has maintained a Hold rating on Ganfeng Lithium Co (GNENF) with a price target of HK$75.82, while the shares closed at HK$81.85. The analyst has a strong track record, with an average return of 76.0% and an 85.19% success rate. The consensus for Ganfeng Lithium Co is a Strong Buy, with a price target consensus of HK$74.94.

Tip Ranks

Jefferies Financial

CMOC

CHINAHONGQIAO

Ganfeng Lithium Co (GNENF) Receives a Hold from Jefferies

Lithium producer Ganfeng Lithium Group Co., Ltd. announced on Thursday that it achieved profitability in the first quarter, with expected net profits between 1.6 billion yuan (235 million USD) and 2.1 billion yuan, reversing a loss of approximately 356 million yuan in the same period last year. The company attributed the improvement to the ongoing expansion of the global new energy industry, which has driven a strong rebound in lithium salt demand. The increase in product prices compared to the same period last year also supported the rebound. Additionally, the gradual advancement of lithium resource projects has improved the company's cost structure. Furthermore, the rising demand for power batteries and new energy vehicles has also played a positive role

BambooWorks

Pilbara Minerals Limited

BRIEF: Ganfeng Lithium returns to profit on lithium rebound

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Find insight on Ganfeng Lithium and more in the latest Market Talks covering basic materials.

Penghua Guozheng Non-ferrous Metal Industry ETF

Yinhua CSI Non-ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

GF CSI Rare Metals Theme ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Hwabao WP CSI Non-ferrous Metal ETF

Basic materials roundup: Market talk

Lithium producer Jiangxi Ganfeng Lithium Group expects a net profit of between 1.6 billion and 2.1 billion yuan in the first quarter of 2023, a significant rebound from a loss of 356 million yuan in the same period last year. The improvement in performance is mainly attributed to the expansion of the global new energy industry, the recovery in lithium salt demand, and the increase in product prices. In addition, the release of lithium resource project capacity and the growth in demand for power batteries have also driven the production and sales volume of lithium batteries. The company's holdings in PLS Group stocks increased, bringing approximately 259 million yuan in earnings. On Friday, the stock price closed at HKD 82.75, down 1.66%

News: Lithium prices rebound, Ganfeng Lithium forecasts a profit in the first quarter after losses

Ganfeng Lithium, the world's largest lithium producer, forecasts a profit of 1.6 to 2.1 billion yuan for Q1, driven by soaring demand for EV and ESS batteries. This marks a significant recovery from a net loss of 360 million yuan a year prior. The company attributes its success to rising lithium prices and increased orders, benefiting from the global renewable energy push. Analysts suggest that Ganfeng's market leadership and expanded capacity position it well for continued growth amid rising EV adoption and energy storage needs.

SCMP

Tesla

Bayerische Motoren Werke AG

CATL

Hunan Gold

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

Bayerische Motoren Werke AG Pref

CATL HK SDR 30to1

China’s lithium giant Ganfeng sees profit jump as EV, ESS battery demand soars

Ganfeng Lithium Co (HK:1772) has issued a positive profit alert for Q1 2026, forecasting a net profit of RMB1.6 billion to RMB2.1 billion, a significant recovery from a loss last year. Basic earnings per share are expected to rise to RMB0.77 to RMB1.01. The increase is attributed to stronger demand for lithium salts, higher selling prices, and improved production in its lithium battery segment. However, management warns that these figures are preliminary and urges caution regarding potential risks. The current analyst rating for the stock is a Hold with a price target of HK$55.91.

Ganfeng Lithium Signals Sharp First-Quarter Profit Rebound on Strong Demand

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The Hang Seng Index closed at 26,394 points, up 446 points or 1.7%. The Hang Seng Tech Index reported 5,092 points, up 180 points or 3.7%. The total market turnover was HKD 256.228 billion. Major stocks such as Alibaba, Xiaomi, and Tencent all saw increases, with Alibaba rising 5.6%, Xiaomi up 3.8%, and Tencent up 3.6%. CATL and JD LOGISTICS reached new highs, with active trading

JD LOGISTICS

WASION HOLDINGS

MircroPort Medbot-B

HSTECH ETF

Hang Seng Index

Hang Seng TECH Index

BABA-W

Alibaba

XIAOMI-W

Xiaomi Corporation

TENCENT

Tencent

Hang Seng China Enterprises Index

MEITUAN

Meituan

BIDU-SW

Baidu

HAIDILAO

NEW ORIENTAL-S

New Oriental EDU & Tech

BYD COMPANY

NTES-S

NetEase

LENOVO GROUP

Lenovo Group

TRIP.COM-S

Trip.com

XPENG-W

XPeng

TINGYI

BEONE MEDICINES

Beigene

BeOne Medicines

KUAISHOU-W

KUAISHOU-WR

DEEPEXI TECH

GUOQUAN

GUOXIA TECH

AUNTEA JENNY

GOFINTECH QUANT

EVERG SERVICES

PONY-W

MININGLAMP-W

MARKETINGFORCE

XUNCE

BABA-WR

Alibaba HK SDR 5to1

XIAOMI-WR

Xiaomi HK SDR 2to1

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

MEITUAN-WR

Meituan HK SDR 5to1

BIDU-SWR

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

LENOVO GROUP-R

Trip.com HK SDR 50to1

Pony AI

According to the "All-Day Express," the Hang Seng Index rose by 446 points; the Hang Seng Tech Index increased by 180 points. Alibaba rose by over 5%, Xiaomi Group rose by over 3%, Tencent rose by over 3%. CATL, JD LOGISTICS, GANFENGLITHIUM, MicroPort Medbot-B, and WASION HOLDINGS reached new highs with active trading

MPNGY

BABA

The Hang Seng Index closed at 26,306 points, up 359 points or 1.4%. The Hang Seng Tech Index reported 5,058 points, up 146 points or 3.0%. Alibaba rose 4.6%, closing at HKD 134.5; CATL hit a new high, rising 10.3%, closing at HKD 723; Ganfeng Lithium rose 7.3%, closing at HKD 84.15. Other active stocks including Tencent, Meituan, and Xiaomi also saw varying degrees of increase

CHINARES PHARMA

ASMPT

Direxion FTSE China Bull 3X

KraneShares 2x Long BABA Daily ETF

JIAXIN INTL RES

CARSGEN-B

The Half-Day Express reports that the Hang Seng Index rose by 359 points; the Hang Seng Tech Index increased by 146 points. Alibaba rose by over 4%, while CATL, Ganfeng Lithium, MicroPort Medbot-B, ASMPT, and CHINARES PHARMA reached new highs

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The solid-state battery sector in Hong Kong's stock market experienced a notable rise. According to Jin10, Longpan Technologysaw an increase of nearly 20%, while Ganfeng Lithiumrose by 4.4%, and Tianqi Lithiumgained 4%. These movements reflect growing investor interest in the sector.

CoinLive

LOPAL TECH

LOPAL

STOCKS | Hong Kong Solid-State Battery Sector Sees Gains

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SKB BIO(06990) rose 6.97%, with a trading turnover 458.1 Million HKD, and a year-to-date rose 32.3%. AKESO(09926) rose 6.89%, with a trading turnover 1.7 Billion HKD, and a year-to-date rose 30.4%. MINIMAX-W(00100) fell 10.88%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 413.6%. KNOWLEDGE ATLAS(02513) fell 8.54%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 646.1%.

GJGANFE@EC2609A(28429.HK)

GJGANFE@EC2609A Stock Performance Chart

"Big Banks" Bank of America Securities: Ganfeng Lithium's first-quarter profit far exceeds expectations, raising target price to 92 yuan

Ganfeng Lithium Co (GNENF) Receives a Hold from Jefferies

BRIEF: Ganfeng Lithium returns to profit on lithium rebound

Basic materials roundup: Market talk

News: Lithium prices rebound, Ganfeng Lithium forecasts a profit in the first quarter after losses