MBGANFE@EC2611A

Ganfeng Lithium Begins Production of New Semisolid Batteries and Trial Production of All-solid-state Battery Packs

Ganfeng Lithium Begins Mass Production of New Electric Vehicle Batteries

UBS Maintains Buy Rating on GFL with Target Price of HKD 74.35

Ganfeng Lithium and Vowloft Engage in eVTOL Battery Cooperation

Comparison of Ganfeng Lithium and Tianqi Lithium Turning Profit in 2025

JPMorgan Reduced GFL Holding for Approximately HKD 180 Million

DBS Projects Ganfeng Lithium's Net Profit Between RMB1.1B to RMB1.65B in 2025

Lithium Carbonate Continuous Main Contract Dips 3% Intraday

DBS Raises Target Price for GFL's A and H Shares

Ganfeng Lithium Completes the Issuance of the First Issue of Green Sci-Tech Innovation Bonds in 2026 with a Total Amount of 500 Million Yuan

Ganfeng Lithium Completes 2 Billion Yuan Green Super Short-Term Commercial Paper Issuance

Ganfeng Lithium Announces Annual Profit Turning from Loss to Profit

Ganfeng Lithium's Expected 2025 Net Profit Changes and Fair Value Gains

BNP Paribas Upgrades GFL Lithium's A-share Rating to Outperform, with a Target Price of 88 Yuan

Uptake in GF Lithium's Target Price and Profit Forecast by Dahua Jixian

Ganfeng Lithium Plans to Launch Foreign Exchange and Commodity Futures Hedging Business

UOB Kay Hian Raises Target Price for Ganfeng Lithium to HKD90

Ganfeng Global Energy Technology Co., Ltd. Established

Uptick in rating for GFL Lithium A-shares to Buy by UOB Kay Hian

JPMorgan Increases Long Position in Ganfeng Lithium

HKC INT'L RTS

TIANBAO ENERGY

HANG YICK RTS

KWAN ON RTS

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KO YO GROUP

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Chinese supplier Ganfeng Lithium has commenced production of semi-solid-state batteries with an energy density of 650 Wh/kg, alongside pilot production of all-solid-state battery packs. Ganfeng, a major lithium processor for companies like Hyundai, is shifting focus to advanced battery technologies. The new batteries feature a stress-free anode and high heat resistance, supporting fast charging and reduced weight for applications in robotics and electric aviation, rather than automotive use. Ganfeng aims to leverage these developments for future solid-state battery production.

electrive

GANFENGLITHIUM

Ganfeng Lithium

Hyundai supplier Ganfeng begins production of semi-solid-state batteries

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YOFC(06869) rose 14.43%, with a trading turnover 1.3 Billion HKD, and a year-to-date rose 147%. GANFENGLITHIUM(01772) rose 8.48%, with a trading turnover 617.7 Million HKD, and a year-to-date rose 28%. KNOWLEDGE ATLAS(02513) fell 22.76%, with a trading turnover 3.2 Billion HKD, and a year-to-date rose 381.9%. MINIMAX-WP(00100) fell 13.35%, with a trading turnover 2.2 Billion HKD, and a year-to-date rose 409.4%.

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Top 5 HK Stock Gainers/Losers (>100B) (2.23)

TNR Gold Corp. announced that Ganfeng Lithium has commenced production at the Mariana Lithium Project in Argentina, where TNR holds a 1.5% NSR Royalty. The project, with an annual capacity of 20,000 tons of lithium chloride, aims to enhance profitability and competitiveness. Ganfeng has invested in multiple projects in Argentina, contributing to local development and environmental sustainability. The Mariana project is expected to create over 11,600 jobs and utilizes renewable energy sources. TNR Gold is transitioning to a cash flow-generating royalty company focused on critical materials for the energy sector.

StockTitan

TNR Gold NSR Royalty Update - Ganfeng's Mariana Lithium Officially Commenced Production | TRRXF Stock News

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Ganfeng Lithium, the world's largest lithium metal producer, has started mass production of semi-solid-state EV batteries with an energy density of 650 Wh/kg. The company holds supply agreements with major automakers including Tesla, Volkswagen, and Hyundai, and dominates the lithium metal market with a 45% global share and 70% in China. Recently, Ganfeng and Hyundai signed a four-year deal for lithium hydroxide, essential for EV batteries.

Electrek

Hua Xia CSI New Energy Vehicles ETF

Ping An CSI New Energy Vehicles Industry ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

The world’s largest lithium metal maker is now producing semi-solid-state EV batteries

BlackRock's long position in H-shares of Ganfeng Lithium decreases to 5.93%, HKEX filing shows

marketscreener

BlackRock's long position in H-shares of Ganfeng Lithium decreases to 5.93%, HKEX filing shows

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In a report released today, from UBS maintained a Buy rating on Ganfeng Lithium Co, with a price target of HK$74.35.President's Day Sale - 70% OffUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Currently, the analyst consensus on Ganfeng Lithium Co is a Moderate Buy with an average price target of HK$60.26.

Tip Ranks

UBS Sticks to Its Buy Rating for Ganfeng Lithium Co (GNENF)

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Data released by the National Bureau of Statistics shows that in early February 2026, the price of lithium iron phosphate (ordinary power type) fell by 11.9% month-on-month. Among the 50 important production materials monitored, the prices of 28 products increased, 20 decreased, and 2 remained unchanged

Wallstreetcn

CATL

Great Power

Xingyin Guozheng New Energy Vehicle Battery ETF

CAPCHEM

China Merchants CSI Battery Theme ETF

National Bureau of Statistics: In early February, the price of lithium iron phosphate (ordinary power type) fell by 11.9% month-on-month

Ganfeng Lithium Co (HK:1772) announced the retirement of independent non-executive director Xu Yixin in March 2026, coinciding with the election of a new director. The board has nominated corporate lawyer Xu Jianzhang for the position, pending shareholder approval, with an annual remuneration of RMB80,000. His expertise in corporate governance is expected to enhance investor confidence. The latest analyst rating for Ganfeng Lithium stock is a Hold, with a price target of HK$63.00. Ganfeng Lithium focuses on lithium production for battery applications and is listed in Hong Kong.

Ganfeng Lithium Lines Up New Independent Director as Long-Serving Board Member Nears Retirement

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Indonesia requires the world's largest nickel mine, Weda Bay Nickel, to reduce production to 12 million tons, significantly lower than last year's 42 million tons, leading to a 2.8% increase in nickel futures prices on the London Metal Exchange. This news drove Ganfeng Lithium's stock price up by 5.15%, closing at 61.2 yuan, with a transaction volume of 733 million yuan. Eramet confirmed the reduction and plans to apply for a quota adjustment

AASTOCKS

GF CSI Rare Metals Theme ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Guotai CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

The world's largest nickel mine is required to reduce production by Indonesia, Ganfeng Lithium rose 5% for the day

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ZIJIN GOLD INTL(02259) rose 9.06%, with a trading turnover 1.7 Billion HKD, and a year-to-date rose 56.7%. BILIBILI-W(09626) rose 5.16%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 31.1%. POP MART(09992) fell 5.49%, with a trading turnover 4.4 Billion HKD, and a year-to-date rose 35.9%. MINIMAX-WP(00100) fell 4.82%, with a trading turnover 681.6 Million HKD, and a year-to-date rose 210.9%.

- The Hang Seng Index increased by 0.31%, with a year-to-date gain of 6.4%, while the Hang Seng Tech Index rose by 0.9%, showing a year-to-date decline of 0.3%.  
- Zijin Mining International (02259) saw a rise of 9.06% with a trading volume of HKD 1.7 billion, resulting in a year-to-date increase of 56.7%.  
- Bilibili-W (09626) grew by 5.16%, with a trading volume of HKD 1.22 billion, reflecting a year-to-date increase of 31.1%, whereas Pop Mart (09992) fell by 5.49%, despite a year-to-date increase of 35.9%.

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Top 5 HK Stock Gainers/Losers (>100B) (2.11)

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The main contract for lithium carbonate futures rose by over 9%, surpassing the 150,000 yuan/ton mark

Chengxin Lithium

Albemarle

Arcadium Lithium

Sigma Lithium

Lithium Americas

YOUNGY

iShares Lithium Miners and Producers ETF

TIANQI LITHIUM

Global X Lithium & Battery Tech

Lithium Americas Argentina C

Piedmont Lithium

Sociedad Quimica Y Minera

Standard Lithium

Sprott Lithium Miners ETF

BATT

The main contract for lithium carbonate futures surged 7% during the day

Amplify Lithium & Battery Tech ETF

JPMorgan Chase & Co's short position in H-shares of Ganfeng Lithium increases to 2.82% on Feb 4 from 1.98%, HKEX says

JPMorgan Chase

Defiance Daily Target 2X Long JPM ETF

JPMorgan Chase & Co's short position in H-shares of Ganfeng Lithium increases to 2.82% on Feb 4 from 1.98%, HKEX says

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A surge in Hong Kong-listed companies issuing convertible bonds is underway, with 11 firms raising US$7.4 billion in early 2026, driven by strong equity market sentiment. Notable issuers include Tianqi Lithium and Huatai Securities. Bankers anticipate this trend will persist as companies leverage high share prices to issue equity-linked instruments. Convertible bonds offer advantages over straight equity, allowing issuers to set higher conversion prices and providing investors with bond-like security while retaining profit potential. The expanding market is attracting more investors, with expectations for continued momentum, contingent on market conditions.

南华早报

HTSC

Hong Kong firms rush to issue convertibles – and trend could continue: bankers

MBGANFE@EC2611A(24572.HK)

Hyundai supplier Ganfeng begins production of semi-solid-state batteries

Top 5 HK Stock Gainers/Losers (>100B) (2.23)

TNR Gold NSR Royalty Update - Ganfeng's Mariana Lithium Officially Commenced Production | TRRXF Stock News

The world’s largest lithium metal maker is now producing semi-solid-state EV batteries

BlackRock's long position in H-shares of Ganfeng Lithium decreases to 5.93%, HKEX filing shows