GJGANFE@EC2612B

Van Eck Associates Increases Holdings in Ganfeng Lithium to 5.01%

Lithium Carbonate Main Contract Rises Over 6% to 197,580 Yuan per Ton

Ganfeng Lithium's 2025 Annual General Meeting to Discuss Guarantees for Green Origin

JPMorgan Provides Profit Forecast for Ganfeng Lithium

Goldman Sachs Analyst Reiterates Sell Rating on Ganfeng Lithium with a Target Price

Shenzhen EHANG Oriental Low Altitude Economy Industry Private Equity Fund Adds GFL Lithium's Subsidiary as Partner and Increases Capital to 1 Billion Yuan

Ganfeng Lithium Announces Significant Q1 2026 Revenue and Profit Growth

GANFENGLITHIUM released FY2026 Q1 earnings on April 29 Pre-Market (BJT), actual revenue HKD 10.43 B (forecast HKD 1.938 B), actual EPS HKD 0.9976 (forecast HKD -2.4276)

Morgan Stanley Upgrades GFL rating to Overweight

Ganfeng Lithium Issues Green Medium-term Notes to Repay Short-term Commercial Paper

GANFENGLITHIUM to Release FY2026 Q1 Earnings on April 29 Pre-Market BJT, Forecast Revenue HKD 1.938 B, EPS HKD -2.4276

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

UBOT HOLDING

GOLDENPOWER

DEEPEXI TECH

COSMOS MACH

ASIA PIONEER

POLYFAIR HLDGS

ENTERPRISE DEV

INVESTECH HLDGS

HAO WEN HLDGS

RICH GOLDMAN

01772

002460

Ganfeng Lithium Group Co., Ltd. has confirmed that its 2025 annual general meeting will take place on May 20, 2026, in Xinyu, Jiangxi Province. The agenda now includes a special resolution regarding guarantees to Hong Kong Luyuan, which may impact the company's financial commitments. A supplemental proxy form has been introduced to clarify voting procedures. The latest analyst rating for Ganfeng Lithium (HK:1772) is a Sell, with a price target of HK$60.00. The company specializes in lithium products for batteries and new energy applications, with a market cap of HK$195.9B.

Tip Ranks

GANFENGLITHIUM

Ganfeng Lithium

Ganfeng Lithium Adds Guarantee Proposal to 2025 AGM Agenda

002466

G Sachs forecasts that the future lithium cycle will be driven by demand, with lithium carbonate prices expected to peak at RMB164,000 (approx. USD21,000) in 1H26. A supply surplus of 20-22% is anticipated in 2H26 and 2027, despite a tight market in early 2026. The report highlights significant growth in energy storage systems and electric vehicles as crucial for sustaining the lithium upcycle. Additionally, supply disruptions in Zimbabwe could impact availability in 2027. GANFENGLITHIUM and TIANQI LITHIUM have had their target prices raised but maintain a 'Sell' rating.

AASTOCKS News

Goldman Sachs

TIANQI LITHIUM

GS Hldg R

G Sachs: Future Lithium Cycle to Be Demand-led, Expects Lithium Carbonate Prices to Peak in 1H26

GANFENGLITHIUMshares rose 5.34% to HKD87.75, with a turnover of HKD355 million. JPMorgan reported a net profit of RMB1.84 billion for 1Q, up 16% QoQ and 616% YoY, aligning with previous guidance. This profit represents 36% and 37% of JPM's and market consensus for FY2026 earnings. Despite expected earnings growth, rising spodumene prices may pressure margins, and supply uncertainties could increase volatility. JPM maintains a Neutral rating with a target price of HKD70 for the stock.

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

GANFENGLITHIUM  Rises 5%; JPM: 1Q Profit In Line

Goldman Sachs analyst Trina Chen has reaffirmed a Sell rating on Ganfeng Lithium Co (GNENF), setting a price target of HK$60.00. Chen, a 4-star analyst with a 58% success rate, reports that the consensus on Ganfeng Lithium is a Moderate Buy with an average price target of HK$72.00. Chen also covers other stocks in the Basic Materials sector.

CHALCO

CR BLDG MAT TEC

Goldman Sachs Reaffirms Their Sell Rating on Ganfeng Lithium Co (GNENF)

159566

China's energy storage sector is rapidly advancing towards larger battery capacities, with a shift from 314Ah to 500Ah and beyond. Leading manufacturers like Ganfeng Lithium and Envision Energy are pushing for higher capacities, with projections indicating that 500Ah+ cells will become mainstream by 2027. Factors driving this trend include the demand for larger-scale energy storage solutions and cost efficiency. However, challenges related to safety, production costs, and market demand remain. Industry consensus suggests that while larger capacities are pursued, they are not always better due to potential safety risks and practical constraints in production.

benzinga_article

E Fund CNI New Energy Battery ETF

Great Power

CALB

China's Race Toward Higher Capacity Batteries—Is Bigger Really Better?

159881

159876

561330

159871

159608

512400

GANFENGLITHIUMreported a net profit of RMB1.837 billion for Q1 2026, a significant turnaround from a net loss of RMB356 million in the same period last year. Revenue surged 143.8% year-on-year to RMB9.196 billion, driven by increased sales volume and prices of lithium products. The company's earnings per share (EPS) stood at RMB0.88. The stock rose by 6.943% to +5.450, with short selling at $129.08 million and a ratio of 9.104%.

Guotai CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Yinhua CSI Non-ferrous Metal ETF

GF CSI Rare Metals Theme ETF

China Southern CSI SWS Non-Ferrous Metal ETF

GANFENGLITHIUM  1Q26 Net Profit RMB1.837 billion, Swing to Profit

Ganfeng Lithium Co (HK:1772) reported a significant profit rebound in Q1 2026, with operating income up 143.81% year-on-year to RMB 9.20 billion and a net profit of RMB 1.84 billion, reversing previous losses. Earnings per share improved to RMB 0.88, and net cash flow from operations turned positive, indicating stronger demand in the lithium sector. The company's balance sheet showed modest growth in total and net assets, enhancing investor confidence. Analysts currently rate the stock as a Hold with a price target of HK$75.82.

Ganfeng Lithium Swings to Strong Profit in First Quarter of 2026

I do not think the FOMC will cut or hike interest rate, it should remain the same. I think it is a good idea to get exposure into equities. The bull is still in control!

I don't think the CFO at OPENAI know what they are talking about. The market is primed for IPO and the AI narrative is still there. Everyone is simply too focused on 1 individual company. Remember AI is a broad revolution, not just 1 company.

NVIDIA

IreneLee

Ranks in the top 10% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

GabyWoon

Ranks in the top 70% of account holders by total assets
Calculated based on your Longbridge (Singapore) A/C

Total Assets

Ranks in the top 90% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Just because one CFO at OPENAI said something doesn't mean the AI narrative is destroyed. That individual ain't Trump so take it with a pinch of salt!

JoanneChe

Ranks in the top 30% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Ranks in the top 5% of account holders by total assets
Calculated based on your Longbridge (Singapore) A/C

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

OpenAI

DBS Group

Amazon

Direxion Daily AMZN Bull 2X Shares

Seagate Tech

Microsoft

Alphabet - C

Alphabet

Meta Platforms

YOFC

SANHUA

ST Engineering

CapLand IntCom T

Suntec Reit

Keppel DC Reit

First Reit

Destiny Tech100

☕️ [Task Coins Giveaway] Daily Market Talk

Sanhua

OPEC will lose its relevance and everyone will simply pump oil till their hearts content. I foresee a destruction in oil and price will crash. Don't be fooled by the Iran war keep oil prices elevated!

with the sudden drop in both earnings and share price, S REITs suddenly become attractive. I will consider buying the dip especially those whose share prices are lower than my average buy

I prefer to stay invested in Singapore REITs and banks given Singapore’s strong economic fundamentals and AAA sovereign credit rating. The Singapore dollar is relatively stable which adds to many retail investors confidence.Just Focus on quality blue chip S-REITs and it will generate steady income with greater peace of mind over the long term.Other options, invest in Hongkong market for growth with excitement🤭 ( political and exchange rate risk).

US stocks continue to trade on Oil futures and war headlines and I don't think the volatility will end anytime soon. Trump even hinted at &#34;Cuba operation&#34; next, so uncertainty continues to loom over the next few months. Personally just taking the opportunity to load up on Index funds for long term

SPDR S&P 500

Invesco QQQ Trust

Proshares UltraPro QQQ

KNOWLEDGE ATLAS

UBTECH ROBOTICS

SERES

GRIMCT

DAPUSTOR

Jardine C&C

Singapore Land

FTSE Straits Times Index

Lee Enterprise

Select Medical

☕️ Daily Market Talk | Mar 30, 2026

I think oil will continue to be volatile as long as the war is still going on. As long as the Strait of Hormuz is closed, the supply is still very much constrained.

Bring the gold trade to Singapore would further strengthen Singapore's positioning as a financial center. What better use of the scarce land here than to be paid to stack gold?

Amidst all the FUD, when you look at price and technicals, the markets are flashing some bottoming signals indicating some kind of rebound is on the cards. Amongst them bullish divergences when you compare individual sectors. Markets do not move in a straight line and tend to bamboozle the general crowd. Stay safe!

GJGANFE@EC2612B(28832.HK)

Ganfeng Lithium Adds Guarantee Proposal to 2025 AGM Agenda

G Sachs: Future Lithium Cycle to Be Demand-led, Expects Lithium Carbonate Prices to Peak in 1H26

GANFENGLITHIUM Rises 5%; JPM: 1Q Profit In Line

Goldman Sachs Reaffirms Their Sell Rating on Ganfeng Lithium Co (GNENF)

China's Race Toward Higher Capacity Batteries—Is Bigger Really Better?