Ganfeng Lithium Co Ltd Class H (HK:1772)
:1772
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Ganfeng Lithium Co
(1772)
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Rating:60Neutral
Price Target:
HK$73.00
â–¼(-5.26% Downside)
Action:ReiteratedDate:04/02/26
The score is held back mainly by weak cash flow quality (deeply negative free cash flow) and elevated earnings volatility despite a 2025 rebound, alongside rising leverage. Offsetting this, technicals are supportive with price trading above major moving averages and positive momentum indicators, while valuation signals are mixed due to a negative P/E and a low dividend yield.
Positive Factors
Vertical integration across lithium value chain
Ganfeng's upstream and midstream integration secures feedstock and captures processing margins, strengthening long-term supply security to battery customers. This structural position supports durable margin capture, contract negotiations and resilience to raw-material shortages over cycles.
Negative Factors
Persistently negative free cash flow
Deep and recurring negative free cash flow reduces internal funding for growth and exposes the company to refinance and liquidity risk. Over the medium term this constrains flexibility, forces reliance on external capital, and heightens risk if market conditions or margins deteriorate.
Read all positive and negative factors
Positive Factors
Negative Factors
Vertical integration across lithium value chain
Ganfeng's upstream and midstream integration secures feedstock and captures processing margins, strengthening long-term supply security to battery customers. This structural position supports durable margin capture, contract negotiations and resilience to raw-material shortages over cycles.
Read all positive factors
Ganfeng Lithium Co (1772) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$181.25B
Dividend Yield0.29%
Average Volume (3M)25.92M
Price to Earnings (P/E)58.3
Beta (1Y)1.35
Revenue Growth-28.05%
EPS Growth-11.53%
CountryHK
Employees16,460
SectorBasic Materials
Sector Strength58
IndustryChemicals
Share Statistics
EPS (TTM)0.86
Shares Outstanding483,100,700
10 Day Avg. Volume26,927,008
30 Day Avg. Volume25,916,099
Financial Highlights & Ratios
PEG Ratio-0.33
Price to Book (P/B)2.08
Price to Sales (P/S)4.08
P/FCF Ratio-21.01
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
HK$70.06Price Target Upside-9.07% Downside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)3.01
Revenue Forecast (FY)HK$46.95B
Ganfeng Lithium Co Business Overview & Revenue Model
Company Description
Ganfeng Lithium Co., Ltd. manufactures and sells lithium products in Mainland China, rest of Asia, the European Union, North America, and internationally. It operates through three segments: Lithium Metal and Compound, Lithium Battery, and Lithium...
How the Company Makes Money
Ganfeng Lithium primarily makes money by selling lithium products and related materials into industrial end-markets, with its largest economic exposure tied to lithium demand from the electric-vehicle and energy-storage battery supply chain.
1) S...
Ganfeng Lithium Co Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
67
Positive
Cash Flow
44
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 23.08B | 18.91B | 32.97B | 41.82B | 11.16B |
| Gross Profit | 3.63B | 2.05B | 4.51B | 20.70B | 4.44B |
| EBITDA | 4.77B | 71.69M | 6.92B | 23.69B | 6.40B |
| Net Income | 1.61B | -2.07B | 4.95B | 20.50B | 5.23B |
Balance Sheet | |||||
| Total Assets | 113.26B | 100.83B | 91.70B | 79.16B | 39.06B |
| Cash, Cash Equivalents and Short-Term Investments | 8.56B | 5.96B | 9.55B | 10.13B | 6.61B |
| Total Debt | 26.52B | 24.75B | 22.16B | 12.79B | 6.38B |
| Total Liabilities | 61.42B | 53.24B | 39.38B | 30.29B | 12.89B |
| Stockholders Equity | 45.15B | 41.78B | 47.03B | 44.04B | 21.89B |
Cash Flow | |||||
| Free Cash Flow | -4.48B | -3.39B | -8.50B | 7.54B | -792.97M |
| Operating Cash Flow | 2.94B | 5.16B | 146.48M | 12.49B | 2.62B |
| Investing Cash Flow | -4.41B | -12.24B | -10.18B | -15.31B | -6.18B |
| Financing Cash Flow | 3.72B | 3.45B | 10.22B | 6.40B | 7.13B |
Ganfeng Lithium Co Technical Analysis
Positive
77.05
Price Trends
63.92
Positive
59.06
Positive
46.39
Positive
Market Momentum
3.32
Negative
67.60
Neutral
81.68
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1772, the sentiment is Positive. The current price of 77.05 is above the 20-day moving average (MA) of 64.94, above the 50-day MA of 63.92, and above the 200-day MA of 46.39, indicating a bullish trend. The MACD of 3.32 indicates Negative momentum. The RSI at 67.60 is Neutral, neither overbought nor oversold. The STOCH value of 81.68 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HK:1772.
Ganfeng Lithium Co Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
62 Neutral | HK$19.91B | 10.18 | 11.90% | 0.98% | -1.43% | 113.67% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
61 Neutral | HK$1.20B | 18.52 | 2.55% | 3.52% | -5.29% | -32.47% | |
60 Neutral | HK$181.25B | 58.33 | -3.41% | 0.29% | -28.05% | -11.53% | |
59 Neutral | HK$1.24B | 7.69 | 7.36% | 2.20% | -8.51% | -68.34% | |
54 Neutral | HK$13.72B | 87.42 | -0.50% | 1.16% | -15.17% | -125.24% | |
52 Neutral | HK$5.78B | 8.07 | 7.70% | ― | 9.20% | 213.87% |
* Basic Materials Sector Average
HK:1772
Ganfeng Lithium Co
77.05
60.19
357.11%
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China Risun Group Ltd.
3.08
0.61
24.55%
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Tiande Chemical Holdings Limited
1.37
0.39
39.80%
HK:1702
Dongguang Chemical Ltd.
1.99
0.50
33.56%
HK:0189
Dongyue Group Limited
12.02
3.92
48.40%
HK:2198
China Sanjiang Fine Chemicals Co., Ltd.
4.93
3.48
240.00%
Ganfeng Lithium Co Corporate Events
Ganfeng Lithium Swings Back to Profit on Higher Revenue in 2025
Mar 31, 2026
Ganfeng Lithium Co. reported a sharp turnaround in its 2025 financial performance, with revenue rising to RMB22.80 billion from RMB18.73 billion a year earlier and gross profit increasing to RMB3.61 billion. The company swung from a net loss of RM...
Ganfeng Lithium Proposes Final 2025 Cash Dividend, Details Pending
Mar 31, 2026
Ganfeng Lithium Group has proposed a final ordinary cash dividend of RMB 1.5 per 10 shares for the financial year ended 31 December 2025, subject to shareholder approval at its meeting on 20 May 2026. Key dates for ex-dividend trading, record date...
Ganfeng Lithium Nominates New Independent Director to Bolster Board Governance
Mar 31, 2026
Ganfeng Lithium Group has proposed the appointment of legal scholar Liu Chongliang as an independent non-executive director, to take office following shareholder approval at the next general meeting and the retirement of current independent direct...
Ganfeng Lithium Books Asset Impairments Without Changing 2025 Profit Outlook
Mar 31, 2026
Ganfeng Lithium has announced that its board approved a resolution to recognize asset impairment provisions and asset write-offs as of 31 December 2025, following group-wide impairment testing under Chinese accounting standards. The move is intend...
Ganfeng Lithium Reshapes Corporate Secretariat and Governance Roles in Hong Kong
Mar 31, 2026
Ganfeng Lithium Group announced that company secretary, authorised representative and Hong Kong process agent Mr. Cheung Kai Cheong Willie will resign effective March 30, 2026, with the board noting there are no disagreements or issues requiring s...
Ganfeng Lithium Reshapes Board as Independent Directors Rotate Off Key Committees
Mar 23, 2026
Ganfeng Lithium Group has appointed Xu Jianzhang as an independent non-executive director following shareholder approval at an extraordinary general meeting, confirming his compliance with Hong Kong listing independence requirements and lack of co...
Ganfeng Lithium Details Board Composition and Committee Roles
Mar 23, 2026
Ganfeng Lithium Group Co., Ltd. has announced the current composition of its board of directors, listing executive, non-executive, independent non-executive, and employee directors, along with the chairmanship of the Board held by Mr. Li Liangbin....
Ganfeng Lithium Sets March 30 Board Meeting to Approve 2025 Results and Weigh Dividend
Mar 13, 2026
Ganfeng Lithium Group Co., Ltd. has scheduled a board meeting for March 30, 2026 to review and approve the annual results for the year ended December 31, 2025, along with their publication. The board will also consider recommending a final dividen...
Ganfeng Lithium Shareholders Approve All Resolutions at 2026 Extraordinary Meeting
Mar 11, 2026
Ganfeng Lithium Group Co., Ltd. announced that all resolutions proposed at its first extraordinary general meeting of 2026, held on March 11 in Xinyu, Jiangxi Province, were duly passed by poll. The meeting, convened in accordance with Hong Kong l...
Ganfeng Lithium Calls March 2026 EGM to Approve Capital, Risk and Governance Moves
Feb 13, 2026
Ganfeng Lithium Group has called an extraordinary general meeting for 11 March 2026 in Jiangxi to seek shareholder approval for a series of financial and corporate actions. The agenda includes investing self-owned funds in wealth management produc...
Ganfeng Lithium Lines Up New Independent Director as Long-Serving Board Member Nears Retirement
Feb 11, 2026
Ganfeng Lithium has announced that independent non-executive director Xu Yixin will retire upon the expiry of her six-year term in March 2026, with her departure to coincide with the election of a new independent director at the next general meeti...
Ganfeng Lithium Raises RMB500 Million via 2026 Green Innovation Notes
Jan 28, 2026
Ganfeng Lithium Group has completed the issuance of its 2026 first tranche green science and technology innovation super short-term commercial papers, raising RMB500 million at an interest rate of 2.19% with a 180-day tenor. The funds will be used...
Ganfeng Lithium Signals 2025 Return to Profit on Fair Value Gains and Investment Income
Jan 27, 2026
Ganfeng Lithium Group has issued a positive profit alert, forecasting that for the twelve months ended 31 December 2025 it will swing from a net loss of about RMB2.07 billion a year earlier to a net profit attributable to shareholders of between R...
Ganfeng Lithium Moves to Update Articles After Capital Increase and H-Share Expansion
Jan 23, 2026
Ganfeng Lithium Group Co., Ltd. has proposed amendments to its Articles of Association to reflect an increase in total issued share capital from 2,017,167,779 to 2,096,694,404 shares following a placement of new H-shares and the conversion of its ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
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This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.