Daiwa Forecasts Global Lithium Supply Growth, Lowers TIANQI LITHIUM (002466.SZ) Rating to Sell
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 17 2025
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Source: aastocks
Global Lithium Market Outlook: The supply-demand balance for lithium is expected to improve between 2025 and 2026, despite a conservative outlook for price increases due to supply growth challenges.
GANFENGLITHIUM Rating: Daiwa maintains an Underperform rating for GANFENGLITHIUM, raising its target price from HKD23 to HKD53, while noting significant short selling activity.
TIANQI LITHIUM Downgrade: TIANQI LITHIUM's A-share rating has been downgraded from Underperform to Sell, with the target price increased from RMB36 to RMB50.
Lithium Supply Forecast: A global lithium supply surplus is projected at 76,000 tons in 2025, decreasing to 54,000 tons in 2026, down from 121,000 tons in 2024.
Analyst Views on 01772
Wall Street analysts forecast 01772 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 01772 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 65.150
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Current: 65.150
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
