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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

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

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NICHE-TECH SEMI

CPM GROUP

TIANLI HOLDINGS

FUTONG TECH

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AHSAY BACKUP

GW TIANDI

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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

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Goldman Sachs

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

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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

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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.

Tip Ranks

CHALCO

CR BLDG MAT TEC

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

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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

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

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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

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HUA HONG SEMI(01347) rose 15.18%, with a trading turnover 8.5 Billion HKD, and a year-to-date rose 45.5%. SMIC(00981) rose 10.01%, with a trading turnover 12.4 Billion HKD, and a year-to-date fell 10%. MINIMAX-W(00100) fell 9.44%, with a trading turnover 2.0 Billion HKD, and a year-to-date rose 371.2%. KNOWLEDGE ATLAS(02513) fell 9.05%, with a trading turnover 3.0 Billion HKD, and a year-to-date rose 704.6%.

- The Hang Seng Index increased by 0.24%, with a year-to-date gain of 1.4%, while the Hang Seng Tech Index rose by 0.75% but has seen an 11.1% decline this year.  
- Hua Hong Semiconductor (01347) surged by 15.18% with a trading volume of HKD 8.47 billion, marking a 45.5% increase year-to-date, while SMIC (00981) rose by 10.01% with a volume of HKD 12.41 billion, resulting in a 10% decline for the year.  
- Conversely, MINIMAX-W (00100) fell by 9.44%, trading at HKD 2.03 billion, but has increased 371.2% year-to-date, and Zhipu (02513) decreased by 9.05% with a volume of HKD 2.96 billion, despite a remarkable 704.6% gain this year.

Top Gainers&Losers

HUA HONG SEMI

SMIC

ILUVATAR COREX

OMNIVISION

MINIMAX-W

KNOWLEDGE ATLAS

YOFC

LI AUTO-W

DONGFANG ELEC

Top 5 HK Stock Gainers/Losers (>100B) (4.24)

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GUOXIA TECH(02655) rose 33.79%, with a trading turnover 1.9 Billion HKD, and a year-to-date fell 10.4%. PRODUCTIVE TECH(00650) rose 27.71%, with a trading turnover 57.5 Million HKD, and a year-to-date rose 181.9%. HUA HONG SEMI(01347) rose 15.18%, with a trading turnover 8.5 Billion HKD, and a year-to-date rose 45.5%.

GUOXIA TECH

PRODUCTIVE TECH

HAIXI PHARMA

CHINA SANJIANG

DELTON

GENFLEET-B

Top 10 HK Stock Gainers (4.24)

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The market overview of Hong Kong stocks in the past hour shows significant fluctuations in market sentiment, with a strong divergence in capital flows. Technology and pharmaceutical stocks performed actively, particularly the strong rise of CN CULTURE GP and OCI INTL, which attracted a lot of short-term capital attention. Meanwhile, the sharp decline of GW TIANDI raised market vigilance, increasing overall volatility, and the short-term heat seems to be changing rapidly. Overall, the market rhythm is fast, with capital frequently switching preferences between strong stocks and pressured stocks. The stock with the largest abnormal movement in the past hour, GW TIANDI, plummeted by 31.91%, attracting widespread market attention, with short-term sentiment sharply turning, leading to a surge in selling pressure, seemingly influenced by market sentiment. In contrast, the strong rise of CN CULTURE GP by 27.78% indicates capital's favor towards the cultural industry, driving the activity of related sectors. 

Strong stocks:
1. CN CULTURE GP: Up 27.78%, significant capital inflow, high market sentiment, and sustained short-term heat.
2. OCI INTL: Up 21.57%, outstanding recent performance, attracting a lot of short-term capital, with increased market attention.
3. BITSTRAT HLDGS: Up 17.89%, with active short-term capital involvement under the backdrop of the digital economy, pushing stock prices upward.
4. ARTINI HLDG: Up 16.67%, optimistic market expectations for its future development, with accelerated capital inflow.
5. HAIXI PHARMA: Up 16.43%, with the overall strength of the pharmaceutical sector, actively pursued by short-term capital

HK Stock Alerts

CN CULTURE GP

OCI INTL

BITSTRAT HLDGS

ARTINI HLDG

TRIO IND ELEC

ASIAPAC FIN INV

TEAMWAY INTL GP

GOLDSTREAM INV

EG LEASING

Hong Kong Stock Movement Update: CN CULTURE GP surged 27.78%, GW TIANDI plummeted 31.91%

Australian mining company IGO has reduced its full-year output forecast for the Greenbushes lithium mine from 1.5-1.65 million tonnes to 1.38-1.43 million tonnes due to systemic issues. Greenbushes, which supplies about 20% of global lithium, is jointly owned by IGO and Tianqi Lithium. Ganfeng Lithium shares rose nearly 7% at midday, closing at HKD80.4, while Tianqi Lithium also saw gains, closing at HKD60.1.

IGO Limited

World's Largest Lithium Mine Cuts Full-Year Output Forecast; Ganfeng Lithium  Gains Nearly 7% at Midday

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