GJGANFE@EC2612A

CT IND GROUP

KEEN OCEAN

EPI (HOLDINGS)

MOBI DEV

MS CONCEPT

NANFANG COMM

CCOE

HK ENT INTL

IDT INT'L

PUTIAN COMM

LITM

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LITP

Goldman analyst James McGeoch is eyeing a trading opportunity following Zimbabwe's immediate suspension of lithium concentrate and raw mineral exports to enforce local processing. This disruption, affecting a significant portion of global lithium supply, has already influenced Chinese lithium prices, which rose by 14% post-announcement. McGeoch notes that Zimbabwe's production accounts for about 10% of ex-China supply, and the ban will remain until miners comply with government regulations. He anticipates further price increases in the lithium market as a result of this development.

ZeroHedge

Global X Lithium & Battery Tech

Snow Lake Resources

TIANQI LITHIUM

Amplify Lithium & Battery Tech ETF

Ganfeng Lithium

GANFENGLITHIUM

Sprott Lithium Miners ETF

Zimbabwe Lithium Disruption Has Goldman Eyeing This Trade

The Zimbabwe Ministry of Mines announced a suspension of all raw mineral and lithium concentrate exports due to the discovery of misconduct during the export process. The ban applies to all minerals in transit. This move is based on national interests. As a result, the main contract for lithium carbonate in the mainland rose by more than 11%. Hong Kong lithium mining stocks performed strongly, with TIANQI LITHIUM rising by 4.04% and Ganfeng Lithium rising by 3.26%

AASTOCKS

Zimbabwe bans the export of all raw minerals and lithium concentrates, Ganfeng Lithium and TIANQI LITHIUM rise by 3% to 4%

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Today, the three major indices of A-shares opened with mixed performances. The Shanghai Composite Index rose slightly by 0.09%, the Shenzhen Component Index increased by 0.1%, while the ChiNext Index opened lower by 0.2%. The central parity rate of the RMB against the US dollar was adjusted to 6.9228. Lithium mining stocks rose due to Zimbabwe's suspension of lithium exports, with Ganfeng Lithium and Tianqi Lithium opening up by 4.4% and 5.9%, respectively. CATL opened lower by 1.7%. SMIC opened flat and plans to acquire a 49% stake in SMIC North

CATL

Penghua Guozheng Non-ferrous Metal Industry ETF

SMIC

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

GF CSI Rare Metals Theme ETF

Guotai CSI Non-ferrous Metal ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

The three major A-share indices of Shanghai and Shenzhen opened mixed, lithium mining stocks rose, while CATL was slightly weak

STECH

00HSI

TIANQI LITHIUM rose over 6%, Ganfeng Lithium rose over 5%

Wallstreetcn

Hang Seng TECH Index

Hang Seng Index

The Hang Seng Index opened up 0.95%, and the Hang Seng TECH Index rose 0.46%

Hong Kong's stock market opened with gains, as the Hang Seng Index rose by 0.95% and the Hang Seng Tech Index increased by 0.46%. According to Jin10, lithium mining stocks saw significant upticks, with Tianqi Lithium Corporationopening 6.11% higher and Ganfeng Lithium Co., Ltd.rising by 5.48%. The surge in lithium stocks follows Zimbabwe's announcement to halt the export of lithium concentrate and raw ore.

CoinLive

STOCKS | Hong Kong Stocks Open Higher as Lithium Shares Surge

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

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%.

Top Gainers & Losers

YOFC

ZIJIN GOLD INTL

ZHAOJIN MINING

KNOWLEDGE ATLAS

MINIMAX-WP

CTG DUTY-FREE

MONTAGE TECH

GIGADEVICE

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

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

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

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

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%.

GJGANFE@EC2612A(25368.HK)

Zimbabwe Lithium Disruption Has Goldman Eyeing This Trade

Zimbabwe bans the export of all raw minerals and lithium concentrates, Ganfeng Lithium and TIANQI LITHIUM rise by 3% to 4%

The three major A-share indices of Shanghai and Shenzhen opened mixed, lithium mining stocks rose, while CATL was slightly weak

The Hang Seng Index opened up 0.95%, and the Hang Seng TECH Index rose 0.46%

STOCKS | Hong Kong Stocks Open Higher as Lithium Shares Surge