Ganfeng Lithium Co Ltd Class H (HK:1772)
:1772
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Ganfeng Lithium Co
(1772)
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Rating:57Neutral
Price Target:
HK$86.00
â–²(5.07% Upside)
Action:ReiteratedDate:05/02/26
The score is held back mainly by weak and volatile free cash flow and a high P/E valuation. Offsetting these, technicals are supportive with a strong uptrend and positive momentum, while financials show an improving TTM earnings/revenue rebound and manageable leverage but still-cyclical profitability and low ROE.
Positive Factors
Vertical integration
Ganfeng's end-to-end presence from upstream resource stakes to downstream lithium compound production creates durable supply security and margin capture. This structural integration supports long-term customer supply agreements, reduces feedstock exposure, and strengthens resilience across multi-month market swings.
Negative Factors
Weak free cash flow
Persistently weak and volatile free cash flow—near breakeven and deteriorating TTM—indicates heavy capex or working-capital strain. Over months this limits internal funding for growth, constrains deleveraging or shareholder returns, and raises dependence on external financing in weaker commodity phases.
Read all positive and negative factors
Positive Factors
Negative Factors
Vertical integration
Ganfeng's end-to-end presence from upstream resource stakes to downstream lithium compound production creates durable supply security and margin capture. This structural integration supports long-term customer supply agreements, reduces feedstock exposure, and strengthens resilience across multi-month market swings.
Read all positive factors
Ganfeng Lithium Co (1772) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$195.91B
Dividend Yield0.29%
Average Volume (3M)25.92M
Price to Earnings (P/E)18.2
Beta (1Y)1.42
Revenue Growth22.09%
EPS GrowthN/A
CountryHK
Employees16,460
SectorBasic Materials
Sector Strength58
IndustryChemicals
Share Statistics
EPS (TTM)1.58
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$71.97Price Target Upside-12.07% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)3.46
Revenue Forecast (FY)HK$51.72B
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 to customers, with revenue largely driven by (1) sales of processed lithium compounds (e.g., lithium salts used as battery raw materials) and (2) sales of lith...
Ganfeng Lithium Co Financial Statement Overview
Summary
Income Statement
66
Positive
Balance Sheet
62
Positive
Cash Flow
44
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 22.26B | 23.08B | 18.91B | 32.97B | 41.82B | 11.16B |
| Gross Profit | 4.84B | 3.63B | 2.05B | 4.51B | 20.70B | 4.44B |
| EBITDA | 4.60B | 4.77B | 71.69M | 6.92B | 23.69B | 6.40B |
| Net Income | 3.25B | 1.61B | -2.07B | 4.95B | 20.50B | 5.23B |
Balance Sheet | ||||||
| Total Assets | 118.87B | 113.26B | 100.83B | 91.70B | 79.16B | 39.06B |
| Cash, Cash Equivalents and Short-Term Investments | 10.85B | 8.56B | 5.96B | 9.55B | 10.13B | 6.61B |
| Total Debt | 29.05B | 26.52B | 24.75B | 22.16B | 12.79B | 6.38B |
| Total Liabilities | 65.69B | 61.42B | 53.24B | 39.38B | 30.29B | 12.89B |
| Stockholders Equity | 46.46B | 45.15B | 41.78B | 47.03B | 44.04B | 21.89B |
Cash Flow | ||||||
| Free Cash Flow | 156.41M | -4.48B | -3.39B | -8.50B | 7.54B | -792.97M |
| Operating Cash Flow | 6.03B | 2.94B | 5.16B | 146.48M | 12.49B | 2.62B |
| Investing Cash Flow | -4.03B | -4.41B | -12.24B | -10.18B | -15.31B | -6.18B |
| Financing Cash Flow | 3.34B | 3.72B | 3.45B | 10.22B | 6.40B | 7.13B |
Ganfeng Lithium Co Technical Analysis
Positive
81.85
Price Trends
65.67
Positive
60.75
Positive
48.48
Positive
Market Momentum
5.18
Negative
65.07
Neutral
76.54
Neutral
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 81.85 is above the 20-day moving average (MA) of 71.61, above the 50-day MA of 65.67, and above the 200-day MA of 48.48, indicating a bullish trend. The MACD of 5.18 indicates Negative momentum. The RSI at 65.07 is Neutral, neither overbought nor oversold. The STOCH value of 76.54 is Neutral, 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 |
|---|---|---|---|---|---|---|---|
72 Outperform | HK$21.23B | 10.18 | 11.90% | 0.98% | 1.21% | 108.04% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
60 Neutral | HK$1.12B | 18.52 | 2.55% | 3.52% | 1.20% | -7.22% | |
59 Neutral | HK$1.24B | 7.69 | 7.36% | 2.20% | -7.41% | 65.65% | |
57 Neutral | HK$195.91B | 18.18 | 8.78% | 0.29% | 22.09% | ― | |
55 Neutral | HK$6.10B | 8.07 | 7.70% | ― | -5.68% | -25.13% | |
42 Neutral | HK$13.59B | 154.69 | 0.46% | 1.16% | -17.38% | 224.44% |
* Basic Materials Sector Average
HK:1772
Ganfeng Lithium Co
86.70
67.66
355.36%
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1.27
0.24
23.30%
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0.33
19.88%
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Dongyue Group Limited
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36.59%
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China Sanjiang Fine Chemicals Co., Ltd.
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215.56%
Ganfeng Lithium Co Corporate Events
Ganfeng Lithium Swings to Strong Profit in First Quarter of 2026
Apr 29, 2026
Ganfeng Lithium reported a sharp rebound in profitability for the first quarter of 2026, with operating income rising 143.81% year-on-year to RMB 9.20 billion and net profit attributable to shareholders swinging from a loss to RMB 1.84 billion. Ea...
Ganfeng Lithium Raises RMB710 Million via 2026 Green Medium-Term Notes
Apr 27, 2026
Ganfeng Lithium Group has completed the issuance of its 2026 first tranche green medium-term notes in China’s interbank market, raising RMB710 million at an interest rate of 1.97% with a 366-day term. The notes, registered within a broader R...
Ganfeng Lithium Signals Sharp First-Quarter Profit Rebound on Strong Demand
Apr 16, 2026
Ganfeng Lithium has issued a positive profit alert for the first quarter of 2026, forecasting net profit attributable to shareholders of RMB1.6 billion to RMB2.1 billion, a sharp turnaround from a loss a year earlier. Basic earnings per share are ...
Ganfeng Lithium Updates 2025 Final Dividend Timetable and Tax Details
Apr 15, 2026
Ganfeng Lithium Group has updated the timetable for its proposed final cash dividend for the financial year ended 31 December 2025, maintaining a declaration of RMB 1.5 per 10 shares subject to shareholder approval on 20 May 2026. The Hong Kong do...
Ganfeng Lithium Sets April 29 Board Meeting to Review First-Quarter 2026 Results
Apr 15, 2026
Ganfeng Lithium Group has scheduled a board meeting for April 29, 2026, to review and approve its first quarterly report for the period ended March 31, 2026, and to consider any additional resolutions if required. The meeting will provide investor...
Ganfeng Lithium Sets 2025 AGM to Seek Mandates for Funding and New Leasing Business
Apr 15, 2026
Ganfeng Lithium has called its 2025 annual general meeting for May 20, 2026, in Xinyu, Jiangxi, where shareholders will review the 2025 board work report, annual and audited financial reports, profit distribution proposal and directors’ remu...
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...
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.
Disclaimer
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.