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01772
GANFENGLITHIUM
HKD
70.0004.850
(7.44%)
1D
AI Analysis for 01772
AI Analysis
High
70.800
Open
66.800
VWAP
69.00
Vol
20.00M
Mkt Cap
99.00B
Low
65.950
Amount
1.00B
EV/EBITDA(TTM)
126.00
Total Shares
2.00B
EV
184.00B
EV/OCF(TTM)
121.00
P/S(TTM)
8.00
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.
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News
4.0
07:52 AMaastocksUOB 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
04:31 AMaastocksHSI 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%.
4.5
04:12 AMaastocks<Midday Update> HSI Ends Midday at 26,718, Gaining 88 Points; HSTI Reaches 5,769, Up 7 Points; POP MART Surges Over 6%; MTR CORPORATION, SHK PPT, MMG, MORIMATSU INTL, and GANFENGLITHIUM Achieve New Highs
Market Performance: The Hang Seng Index (HSI) rose by 88 points (0.3%) to 26,718, while the Hang Seng Tech Index (HSTI) and the Hang Seng China Enterprises Index (HSCEI) also saw gains, closing at 5,769 and 9,145 respectively.
Top Gainers: Notable gainers included Pop Mart, which surged 6.5%, and MMG, which increased by nearly 10%, both hitting new highs.
Active Heavyweights: Alibaba and Xiaomi were among the top performers, with Alibaba closing up 2.6% and Xiaomi up 2.5%, while Tencent experienced a slight decline of 0.1%.
Short Selling Activity: Significant short selling was observed across various stocks, with Meituan and Ping An showing high short selling ratios, indicating investor caution.
4.0
01-14aastocks<BofAS Analysis> Ratings and Price Targets for Gold Mining Companies (Table)
Chinese Metal Stocks Performance: Several Chinese metal stocks, including Zijin Mining and Jiangxi Copper, received "Buy" ratings with target price increases, while others like Chalco and Ganfeng Lithium saw declines in stock prices.
Short Selling Data: The short selling ratios for various stocks indicate significant market activity, with some stocks like Angang Steel experiencing high short selling ratios, suggesting bearish sentiment.
Chinese Cement and Glass Stocks: Cement stocks like Conch Cement maintained their "Buy" ratings despite minor price drops, while Xinyi Glass faced a notable decline in stock price and a "Buy" rating.
Chinese Solar and Battery Materials Stocks: Xinyi Solar was rated as "Underperform" with unchanged target prices, while Yunnan Energy received a "Buy" rating with a significant target price increase.
6.5
01-14aastocksBofAS Identifies Leading Aluminum Stock Picks for 'Year of the Fire Horse'; Less Emphasis on Building/Solar Materials; Favorites Include Chalco, Zijin, Hongqiao, Shandong Gold, and Ganfeng
Market Outlook for 2026: BofA Securities predicts that the "Year of the Fire Horse" will favor electrification and AI power infrastructure in the Chinese basic metals market, with a focus on aluminum, gold, copper, lithium, and cobalt stocks.
Stock Recommendations: The broker recommends buying aluminum stocks and has a positive outlook on gold, copper, lithium, and cobalt, while being neutral on coal and bearish on solar energy and building materials due to weak demand and declining profit margins.
Top Stock Picks: BofA's top stock picks include CHALCO, ZIJIN MINING, CHINAHONGQIAO, SD GOLD, and GANFENGLITHIUM, with varying short selling ratios indicating market sentiment.
Underperforming Stocks: Key underperformers identified include TONGWEI, XINYI SOLAR, ANGANG STEEL, and CR BLDG MAT TEC, with significant short selling ratios reflecting investor caution.
Money Flow
Over the past 66 trading days, overall net money flow is 96.00M, with retail investors contributing -29.00M and major investors adding 90.00M.
Net Buy $ Volume
Net Sell $ Volume
UOB Kay Hian
UOB Kay Hian
maintain
$78 -> $90
2026-01-23
New
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
New
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.
HSBC
HSBC Global Research
Buy
maintain
$31
2025-08-26
Reason
HSBC Global Research maintains a Buy rating on GANFENGLITHIUM due to several key factors:
1. Higher Lithium Prices: The report forecasts modest earnings for the second half of 2025, driven by an increase in lithium prices.
2. Increased Contributions from Battery Business: The growth in the battery business is expected to contribute positively to earnings.
3. Production Cuts: Anticipated production cuts resulting from China's anti-involution measures are expected to reduce supply, which may further elevate lithium chemical prices.
4. Improved Profit Margins: With lithium prices rebounding from their June lows, the profit margin for GANFENGLITHIUM's lithium chemical business is expected to improve in the latter half of 2025.
Additionally, HSBC raised its target price for the stock from HKD31 to HKD33.4, reflecting a positive outlook based on these factors.
HSBC
Buy
Price Target
$31
2025-08-26
maintain
HSBC Global Research maintains a Buy rating on GANFENGLITHIUM due to several key factors:
1. Higher Lithium Prices: The report forecasts modest earnings for the second half of 2025, driven by an increase in lithium prices.
2. Increased Contributions from Battery Business: The growth in the battery business is expected to contribute positively to earnings.
3. Production Cuts: Anticipated production cuts resulting from China's anti-involution measures are expected to reduce supply, which may further elevate lithium chemical prices.
4. Improved Profit Margins: With lithium prices rebounding from their June lows, the profit margin for GANFENGLITHIUM's lithium chemical business is expected to improve in the latter half of 2025.
Additionally, HSBC raised its target price for the stock from HKD31 to HKD33.4, reflecting a positive outlook based on these factors.
Valuation Metrics
Forward PE
N/A
5Y Average PE
12.96
Current PE
63.77
Overvalued PE
85.94
Undervalued PE
-60.03
Forward EV/EBITDA
N/A
5Y Average EV/EBITDA
23.13
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
36.92
Undervalued EV/EBITDA
9.34
Forward PS
N/A
5Y Average PS
5.46
Current PS
0.00
Overvalued PS
10.65
Undervalued PS
0.26
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