All Hong Kong stocks quotes are at least 15 minutes delayed.
01772
GANFENGLITHIUM
HKD
58.200-0.200
(-0.34%)
1D
AI Analysis for 01772
AI Analysis
High
58.850
Open
58.750
VWAP
58.23
Vol
4.52M
Mkt Cap
99.32B
Low
57.600
Amount
263.19M
EV/EBITDA(TTM)
116.78
Total Shares
2.09B
EV
170.93B
EV/OCF(TTM)
112.52
P/S(TTM)
7.35
Ganfeng Lithium Group Co Ltd, formerly Ganfeng Lithium Co Ltd, is a China-based company principally engaged in the production and sales of lithium and lithium battery products. The Company also engages in lithium resource exploitation, lithium salt processing, metallic lithium smelting, lithium battery manufacturing and recycling. The Company's main products include lithium compounds, metallic lithium and lithium batteries. The Company's products are widely used in electric vehicles, energy storage, aeronautics, functional materials, pharmaceutical manufacturing and other fields. The Company mainly operates its businesses in the domestic and overseas markets.
Show More
News
2.0
02:28 AMaastocksS&P Global Market Intelligence Reveals Recent Top 10 Most Shorted H Shares
Top Shorted Stocks: S&P Global Market Intelligence identified the top ten most shorted stocks in Hong Kong, with metrics including the number of shares lent and short selling ratios.
HTSC Highlights: HTSC (06886.HK) leads with a short selling ratio of 43.867% and a significant short selling amount of $129.04 million, despite a recent price drop.
Other Notable Stocks: Other stocks with high short selling ratios include PING AN (30.985%) and COSCO SHIP HOLD (29.243%), indicating investor skepticism.
Market Trends: The data reflects ongoing trends in the Hong Kong stock market, with various companies experiencing fluctuations in share prices alongside their short selling activities.
4.0
02-04aastocksUOB Kay Hian Maintains Positive Outlook on Markets in the Medium Term; BABA, GANFENGLITHIUM, and MINTH GROUP Added to Buy Recommendations; MEITUAN Added to Sell Recommendations
Market Performance: The Chinese stock market saw a rebound in January, with the HSI/ MSCI China Index increasing by 6.9% and 5% MoM, despite a significant sell-off by the 'National Team' amounting to US$68 billion.
Top Performers: WUXI BIO and PLOVER BAY TECH were highlighted as top performers with returns of 17.7% and 16.6%, respectively, while several stocks, including Alibaba and Ganfeng Lithium, were added to the Buy list.
Volatility Outlook: UOB Kay Hian anticipates continued market volatility in February due to recent corrections in gold and silver prices, but maintains a positive medium-term outlook supported by macro policies.
Stock Recommendations: The broker updated its recommendations, adding stocks like Alibaba and Ganfeng Lithium to the Buy list, while placing Meituan on the Sell list, and noted the need to cut losses on several other stocks.
6.5
01-30aastocksDBS Raises Target Price for GANFENGLITHIUM (01772.HK) to $83 and Increases Earnings Projections
DBS Group Research Forecast: DBS Group Research predicts GANFENGLITHIUM's net profit for 2025 will be between RMB1.1 billion and RMB1.65 billion, with expectations of high lithium prices until the Jiangxi lithium mine secures a mining permit.
Earnings and Target Price Adjustments: The firm raised its 2026 EPS forecast for GANFENGLITHIUM to RMB1.85 ($2.07) due to anticipated higher lithium prices and profit margins, while also increasing target prices for its H-/A-shares significantly.
Investment Rating: DBS Group maintains a "Buy" rating on GANFENGLITHIUM, reflecting confidence in the company's growth potential and profitability in the lithium sector.
Market Context: The report notes that the profitability of the lithium industry is expected to reach its lowest point in 2026, amidst current short selling activity and market fluctuations.
4.0
01-23aastocksUOB Kay Hian Increases GANFENGLITHIUM's Target Price to HKD90 and Upgrades Earnings Projections
UOB Kay Hian's Profit Forecast: UOB Kay Hian maintained its 2025 net profit forecast for GANFENGLITHIUM at RMB4.07 billion, anticipating a sales volume of 180,000 tons LCE, which is a 39% year-over-year increase.
Revised Projections for 2026 and 2027: The broker raised its net profit forecasts for GANFENGLITHIUM by 67% and 58% for 2026 and 2027, projecting RMB3.21 billion and RMB5.24 billion respectively, based on higher sales volumes and average selling prices.
Stock Ratings and Price Targets: UOB Kay Hian maintained a Buy rating for GANFENGLITHIUM, increasing the target price for H-shares from HKD78 to HKD90, and for A-shares from RMB72 to RMB80.
Market Sentiment on Lithium Prices: JPMorgan expressed a more positive outlook on short-term lithium prices but remains cautious about the mid-term trend.
4.5
01-23aastocksHSI Rises 88 Points at Midday as BABA-W and XIAOMI-W Increase; POP MART Surges Over 6%
Market Performance: The HSI rose 0.33% to 26,718, with total half-day turnover reaching $127.938 billion, while the HSCEI and HSTECH also saw slight increases.
BABA-W Support: Alibaba's share price increased by 2.6% after rumors of supporting its chip subsidiary's separate listing, coinciding with the acceptance of Enflame's IPO application.
Sector Movements: Chip stocks experienced declines, with notable drops in SMIC and HUA HONG SEMI, while financials showed mixed results, with HSBC sliding slightly and HKEX gaining.
Stock Highlights: BYD and robotics stocks like JOHNSON ELEC faced losses, while XIAOMI surged 2.5% following a share buyback announcement, and POP MART's new product launch boosted its shares by 6.5%.
Money Flow
Over the past 66 trading days, overall net money flow is 175.95M, with retail investors contributing 26.48M and major investors adding 118.37M.
Net Buy $ Volume
Net Sell $ Volume
DBS Group Research
DBS Group Research
Buy
maintain
$39 -> $83
2026-01-30
Reason
The analyst rating from DBS Group Research for GANFENGLITHIUM is maintained at "Buy" due to several key factors:
1. High Lithium Prices: The expectation that lithium prices will remain elevated until the Jiangxi lithium mine secures a mining permit, which supports profitability in the near term.
2. Earnings Forecast Increase: The raised earnings per share (EPS) forecast for 2026 to RMB1.85/$2.07, driven by higher lithium product prices, improved profit margins, and contributions from the battery and energy storage sectors.
3. Target Price Elevation: The target prices for GANFENGLITHIUM's H-/A-shares have been increased significantly, reflecting a positive outlook based on a projected price-to-earnings (PE) ratio of 40x and a 20% discount for H-shares.
Overall, the combination of strong market conditions, improved financial forecasts, and strategic growth in related sectors underpins the positive rating.
DBS Group Research
Buy
Price Target
$39 -> $83
2026-01-30
maintain
The analyst rating from DBS Group Research for GANFENGLITHIUM is maintained at "Buy" due to several key factors:
1. High Lithium Prices: The expectation that lithium prices will remain elevated until the Jiangxi lithium mine secures a mining permit, which supports profitability in the near term.
2. Earnings Forecast Increase: The raised earnings per share (EPS) forecast for 2026 to RMB1.85/$2.07, driven by higher lithium product prices, improved profit margins, and contributions from the battery and energy storage sectors.
3. Target Price Elevation: The target prices for GANFENGLITHIUM's H-/A-shares have been increased significantly, reflecting a positive outlook based on a projected price-to-earnings (PE) ratio of 40x and a 20% discount for H-shares.
Overall, the combination of strong market conditions, improved financial forecasts, and strategic growth in related sectors underpins the positive rating.
UOB Kay Hian
UOB Kay Hian
maintain
$78 -> $90
2026-01-23
Reason
UOB Kay Hian maintained a Buy rating for GANFENGLITHIUM due to several positive factors. The firm kept its 2025 net profit forecast intact at RMB4.07 billion, anticipating a significant sales volume increase to 180,000 tons LCE, which represents a 39% year-over-year growth. Additionally, the broker raised its net profit forecasts for 2026 and 2027 by 67% and 58%, respectively, based on expectations of even higher sales volumes (230,000 tons in 2026 and 270,000 tons in 2027) and increased average selling prices (RMB160,000 and RMB200,000 per ton for 2026 and 2027). Consequently, UOB Kay Hian raised the target price for GANFENGLITHIUM from HKD78 to HKD90, reflecting a strong outlook for the company's financial performance in the coming years.
UOB Kay Hian
Price Target
$78 -> $90
2026-01-23
maintain
UOB Kay Hian maintained a Buy rating for GANFENGLITHIUM due to several positive factors. The firm kept its 2025 net profit forecast intact at RMB4.07 billion, anticipating a significant sales volume increase to 180,000 tons LCE, which represents a 39% year-over-year growth. Additionally, the broker raised its net profit forecasts for 2026 and 2027 by 67% and 58%, respectively, based on expectations of even higher sales volumes (230,000 tons in 2026 and 270,000 tons in 2027) and increased average selling prices (RMB160,000 and RMB200,000 per ton for 2026 and 2027). Consequently, UOB Kay Hian raised the target price for GANFENGLITHIUM from HKD78 to HKD90, reflecting a strong outlook for the company's financial performance in the coming years.
HSBC
HSBC Global Research
Buy
upgrade
$54
2025-11-25
Reason
The analyst rating from HSBC Global Research is based on several factors. They attribute the recent decline in Chinese lithium prices to increased transaction fees and tighter position limits by exchanges, aimed at curbing speculative trading. Additionally, the potential resumption of production at the Yichun lithium mine by CATL is contributing to this price pressure. Despite the short-term challenges for GANFENGLITHIUM, the analysts are optimistic about the company's medium-term outlook due to positive developments such as the commissioning of the Sichuan project, which is expected to boost lithium chemical sales, and other projects that will enhance lithium carbonate equivalent (LCE) supply and reduce costs. Consequently, HSBC raised its target price for GANFENGLITHIUM and maintained a Buy rating, reflecting confidence in production growth, cost improvements, and a strong lithium market.
HSBC
Buy
Price Target
$54
2025-11-25
upgrade
The analyst rating from HSBC Global Research is based on several factors. They attribute the recent decline in Chinese lithium prices to increased transaction fees and tighter position limits by exchanges, aimed at curbing speculative trading. Additionally, the potential resumption of production at the Yichun lithium mine by CATL is contributing to this price pressure. Despite the short-term challenges for GANFENGLITHIUM, the analysts are optimistic about the company's medium-term outlook due to positive developments such as the commissioning of the Sichuan project, which is expected to boost lithium chemical sales, and other projects that will enhance lithium carbonate equivalent (LCE) supply and reduce costs. Consequently, HSBC raised its target price for GANFENGLITHIUM and maintained a Buy rating, reflecting confidence in production growth, cost improvements, and a strong lithium market.
Daiwa
Daiwa
Underperform
maintain
$23 -> $53
2025-11-17
Reason
The analyst rating for GANFENGLITHIUM (01772.HK) was maintained at Underperform due to a conservative outlook on the upside for lithium prices in 2026, despite an expected improvement in the supply-demand balance of the global lithium market from 2025 to 2026. This cautious stance is attributed to anticipated supply growth headwinds. For TIANQI LITHIUM (002466.SZ), the downgrade from Underperform to Sell reflects similar concerns, even as the target price was increased. The forecast of a global lithium supply surplus, which is expected to decrease significantly from 2024 to 2026, also influenced these ratings.
Daiwa
Underperform
Price Target
$23 -> $53
2025-11-17
maintain
The analyst rating for GANFENGLITHIUM (01772.HK) was maintained at Underperform due to a conservative outlook on the upside for lithium prices in 2026, despite an expected improvement in the supply-demand balance of the global lithium market from 2025 to 2026. This cautious stance is attributed to anticipated supply growth headwinds. For TIANQI LITHIUM (002466.SZ), the downgrade from Underperform to Sell reflects similar concerns, even as the target price was increased. The forecast of a global lithium supply surplus, which is expected to decrease significantly from 2024 to 2026, also influenced these ratings.
Daiwa
Daiwa
Underperform
maintain
$23 -> $53
2025-11-17
Reason
Daiwa maintained its Underperform rating on Ganfeng Lithium (01772.HK) despite revising the target price upward from HKD23 to HKD53. The rationale behind this rating includes a 22% discount to Ganfeng Lithium's A-shares, which is attributed to improved liquidity in the H-share market. Additionally, while the broker forecasts net profits for the company from 2025 to 2027, it anticipates a net loss in 2024. The increase in the forecast for Ganfeng Lithium's lithium average selling price (ASP) per ton to RMB73,000 and RMB79,000 for 2025 and 2026, respectively, has led to an uplift in the company's revenue forecast for those years.
Daiwa
Underperform
Price Target
$23 -> $53
2025-11-17
maintain
Daiwa maintained its Underperform rating on Ganfeng Lithium (01772.HK) despite revising the target price upward from HKD23 to HKD53. The rationale behind this rating includes a 22% discount to Ganfeng Lithium's A-shares, which is attributed to improved liquidity in the H-share market. Additionally, while the broker forecasts net profits for the company from 2025 to 2027, it anticipates a net loss in 2024. The increase in the forecast for Ganfeng Lithium's lithium average selling price (ASP) per ton to RMB73,000 and RMB79,000 for 2025 and 2026, respectively, has led to an uplift in the company's revenue forecast for those years.
CLSA
CLSA
maintain
2025-10-31
Reason
The analyst rating for GANFENGLITHIUM was reiterated at "Outperform" due to the company's solid 3Q25 results, the deepening of upstream integration, and positive contributions from the battery business, which contributed to an optimistic outlook for 4Q25. As a result, CLSA elevated its target prices for the company's H-/A-shares.
CLSA
Price Target
2025-10-31
maintain
The analyst rating for GANFENGLITHIUM was reiterated at "Outperform" due to the company's solid 3Q25 results, the deepening of upstream integration, and positive contributions from the battery business, which contributed to an optimistic outlook for 4Q25. As a result, CLSA elevated its target prices for the company's H-/A-shares.
UOB Kay Hian
UOB Kay Hian
Hold
to
Buy
upgrade
$40 -> $78
2025-10-30
Reason
The analyst rating for GANFENGLITHIUM (01772.HK) was upgraded to "Buy" by UOB Kay Hian due to the company's strong performance in its 3Q25 results, which exceeded expectations. The company achieved a turnaround from a loss to a profit, reporting a net profit of RMB557 million for the quarter, contributing to an overall net profit of RMB26 million for the first nine months of 2025. As a result of this positive performance, UOB Kay Hian raised the target price for GANFENGLITHIUM H shares from HKD40 to HKD78.
UOB Kay Hian
Hold
to
Buy
Price Target
$40 -> $78
2025-10-30
upgrade
The analyst rating for GANFENGLITHIUM (01772.HK) was upgraded to "Buy" by UOB Kay Hian due to the company's strong performance in its 3Q25 results, which exceeded expectations. The company achieved a turnaround from a loss to a profit, reporting a net profit of RMB557 million for the quarter, contributing to an overall net profit of RMB26 million for the first nine months of 2025. As a result of this positive performance, UOB Kay Hian raised the target price for GANFENGLITHIUM H shares from HKD40 to HKD78.
CLSA
Outperform
downgrade
$35 -> $58
2025-10-30
Reason
The analyst rating for GANFENGLITHIUM (01772.HK) was reiterated at "Outperform" due to the company's solid 3Q25 results, which included a profit of RMB557 million, a significant turnaround. The gross profit margin improved to 16.6%, and revenue experienced substantial growth of 44% year-over-year and 36% quarter-over-quarter. Despite lowering the net profit forecasts for 2025 and 2026 slightly, the broker raised the target price from $35 to $58, indicating a positive outlook for the company's performance.
CLSA
Outperform
Price Target
$35 -> $58
2025-10-30
downgrade
The analyst rating for GANFENGLITHIUM (01772.HK) was reiterated at "Outperform" due to the company's solid 3Q25 results, which included a profit of RMB557 million, a significant turnaround. The gross profit margin improved to 16.6%, and revenue experienced substantial growth of 44% year-over-year and 36% quarter-over-quarter. Despite lowering the net profit forecasts for 2025 and 2026 slightly, the broker raised the target price from $35 to $58, indicating a positive outlook for the company's performance.
CLSA
CLSA
Hold
to
Outperform
upgrade
2025-08-27
Reason
The analyst rating for GANFENGLITHIUM was upgraded from Hold to Outperform by CLSA due to the company's 2Q25 results being in line with expectations, despite a net loss of RMB175 million and a gross profit margin (GPM) that missed expectations at 9.6%. The upgrade is primarily based on the expectation that the market will focus on management's outlook for lithium prices, which management indicated are likely to become more rational in the short term. Additionally, CLSA raised its target prices for both H-shares and A-shares, reflecting a more positive outlook for the company's future performance.
CLSA
Hold
to
Outperform
Price Target
2025-08-27
upgrade
The analyst rating for GANFENGLITHIUM was upgraded from Hold to Outperform by CLSA due to the company's 2Q25 results being in line with expectations, despite a net loss of RMB175 million and a gross profit margin (GPM) that missed expectations at 9.6%. The upgrade is primarily based on the expectation that the market will focus on management's outlook for lithium prices, which management indicated are likely to become more rational in the short term. Additionally, CLSA raised its target prices for both H-shares and A-shares, reflecting a more positive outlook for the company's future performance.
Goldman Sachs
Goldman Sachs
Neutral/Sell
maintain
2025-08-27
Reason
The analyst rating for GANFENGLITHIUM (01772.HK) was kept at Neutral/Sell by Goldman Sachs due to the company's results being below expectations, primarily attributed to lower-than-expected profits from lithium chemicals. Despite a narrowing net loss in the first half of 2025 compared to the previous year, the recurring net loss was significant, and the company declared no interim dividend this year. These factors contributed to the cautious outlook reflected in the rating.
Goldman Sachs
Neutral/Sell
Price Target
2025-08-27
maintain
The analyst rating for GANFENGLITHIUM (01772.HK) was kept at Neutral/Sell by Goldman Sachs due to the company's results being below expectations, primarily attributed to lower-than-expected profits from lithium chemicals. Despite a narrowing net loss in the first half of 2025 compared to the previous year, the recurring net loss was significant, and the company declared no interim dividend this year. These factors contributed to the cautious outlook reflected in the rating.
Valuation Metrics
Forward PE
N/A
5Y Average PE
12.76
Current PE
63.77
Overvalued PE
86.09
Undervalued PE
-60.56
Forward EV/EBITDA
N/A
5Y Average EV/EBITDA
23.00
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
36.81
Undervalued EV/EBITDA
9.20
Forward PS
N/A
5Y Average PS
5.37
Current PS
0.00
Overvalued PS
10.52
Undervalued PS
0.23
Financials
AI Analysis
Annual
Quarterly
Trading Trends
Daily
Monthly
No data
Short Selling
People Also Watch