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Ganfeng Lithium Co Ltd Class H (HK:1772)
:1772

Ganfeng Lithium Co (1772) AI Stock Analysis

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HK:1772

Ganfeng Lithium Co

(1772)

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Neutral 52 (OpenAI - 5.2)
Rating:52Neutral
Price Target:
HK$55.00
▼(-2.65% Downside)
The score is held back primarily by weak financial performance (loss year, margin compression, and negative free cash flow), despite a supportive balance sheet. Technicals are a clear offset with a strong uptrend and positive momentum. Valuation remains pressured due to negative earnings and a low dividend yield.
Positive Factors
Vertical Integration
Vertical integration allows Ganfeng Lithium to capture value-added processing margins and improve supply security, enhancing long-term competitiveness.
Strategic Governance
Strong governance and strategic oversight are crucial for maintaining leadership and ensuring sustainable development in the lithium industry.
Environmental Approval for Major Project
Securing environmental approval for a major project supports long-term operational growth and fiscal incentives, strengthening market position.
Negative Factors
Revenue Decline
A significant revenue decline indicates potential challenges in market demand or pricing power, impacting long-term financial stability.
Rising Leverage
Increased reliance on debt raises financial risk and can constrain future investment flexibility, affecting long-term growth prospects.
Negative Free Cash Flow
Negative free cash flow suggests high investment or working-capital demands, which may strain liquidity and hinder sustainable growth.

Ganfeng Lithium Co (1772) vs. iShares MSCI Hong Kong ETF (EWH)

Ganfeng Lithium Co Business Overview & Revenue Model

Company DescriptionGanfeng 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 Ore Resource and Others. The company has interests in the Mount Marion mine located in Australia; Cauchari-Olaroz project situated in Jujuy Province, Northwest Argentina; Mariana project located in Salta Province, Argentina; Sonora project situated in Mexico; Pilbara Pilgangoora lithium-tantalum project located in Western Australia; Ningdu Heyuan mine situated in Ningdu County, Ganzhou City, Jiangxi Province; Avalonia project located in Ireland; Qinghai Yiliping lithium salt lake project situated in the Qinghai Province; and Goulamina spodumene ore project located in southern Mali, Africa. It offers battery-grade lithium hydroxide, battery grade lithium carbonate, lithium chloride, butyl lithium, lithium fluoride and other lithium compounds; lithium metals in the form of ingots, foils, rods, particles, and alloy powder; polymer lithium battery; and lithium-ion motive power, energy storage, and consumer batteries, as well as copper lithium or lithium aluminum alloy foil. The company also explores for and sells lithium ores; and provides lithium battery recycling solutions. In addition, the company exports lithium products. Its products are used in the manufacture of electric vehicles, portable electronics, chemicals, and pharmaceuticals, as well as used by battery cathode materials manufacturers, battery suppliers, and automobile original equipment manufacturers. The company was founded in 2000 and is based in Xinyu, China.
How the Company Makes MoneyGanfeng Lithium Co., Ltd. generates revenue through its diversified operations in the lithium industry. The company's primary revenue streams include the sale of lithium compounds such as lithium carbonate and lithium hydroxide, which are essential components in battery manufacturing. It also earns from lithium metal processing and the production of lithium batteries. Ganfeng's strategic partnerships and joint ventures with various international and domestic companies enhance its market reach and capacity. Additionally, the company invests in lithium recycling technologies to capitalize on the growing demand for sustainable energy solutions, contributing to its earnings.

Ganfeng Lithium Co Financial Statement Overview

Summary
Ganfeng Lithium Co has experienced financial volatility, with declining profitability and operational challenges evident in recent results. While the balance sheet remains relatively stable with a reasonable debt-to-equity ratio, cash flow management should be a focus to support future growth. The chemical industry context may contribute to these fluctuations, requiring strategic adjustments.
Income Statement
The income statement reveals a mixed performance. Gross profit margin has declined significantly from 2022 to the TTM period, and the company faces a negative EBIT margin in the TTM, indicating operational challenges. Revenue growth has been inconsistent, with a notable drop in 2024. The EBITDA margin remains positive but low in the TTM, signaling some operational efficiency.
Balance Sheet
The balance sheet shows moderate stability with a reasonable debt-to-equity ratio. Stockholders' equity has been stable, but the equity ratio indicates a moderate reliance on liabilities. The return on equity is strong historically but not available for the TTM period, raising concerns about current profitability.
Cash Flow
Cash flow analysis indicates a recent decline in free cash flow, with a significant drop in operating cash flows in the TTM period. The operating cash flow to net income ratio is also volatile, suggesting potential cash management issues. However, the company has maintained positive operating cash flows, which is a positive sign.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue17.69B18.91B32.97B41.82B11.16B5.52B
Gross Profit1.94B2.05B4.51B20.70B4.44B1.18B
EBITDA115.74M71.69M6.92B23.69B6.40B1.66B
Net Income-411.25M-2.07B4.95B20.50B5.23B1.02B
Balance Sheet
Total Assets107.59B100.83B91.70B79.16B39.06B22.02B
Cash, Cash Equivalents and Short-Term Investments10.11B5.96B9.55B10.13B6.61B2.26B
Total Debt30.17B24.75B22.16B12.79B6.38B6.12B
Total Liabilities62.99B53.24B39.38B30.29B12.89B8.60B
Stockholders Equity40.22B41.78B47.03B44.04B21.89B10.71B
Cash Flow
Free Cash Flow-7.51B-3.39B7.54B
Operating Cash Flow1.52B5.16B146.48M12.49B2.62B746.37M
Investing Cash Flow-8.41B-12.24B-10.18B
Financing Cash Flow8.37B3.45B10.22B6.40B7.13B3.64B

Ganfeng Lithium Co Technical Analysis

Technical Analysis Sentiment
Positive
Last Price56.50
Price Trends
50DMA
52.31
Positive
100DMA
45.13
Positive
200DMA
33.64
Positive
Market Momentum
MACD
1.43
Negative
RSI
57.34
Neutral
STOCH
71.77
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 56.5 is above the 20-day moving average (MA) of 53.06, above the 50-day MA of 52.31, and above the 200-day MA of 33.64, indicating a bullish trend. The MACD of 1.43 indicates Negative momentum. The RSI at 57.34 is Neutral, neither overbought nor oversold. The STOCH value of 71.77 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

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
62
Neutral
HK$18.81B13.6110.43%0.98%-1.43%113.67%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
61
Neutral
HK$1.30B20.162.46%3.52%-5.29%-32.47%
59
Neutral
HK$1.18B16.453.61%2.20%-8.51%-68.34%
56
Neutral
HK$4.20B5.5713.87%9.20%213.87%
54
Neutral
HK$10.11B-142.77-0.52%1.16%-15.17%-125.24%
52
Neutral
HK$137.91B-56.98-3.22%0.29%-28.05%-11.53%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:1772
Ganfeng Lithium Co
56.50
36.30
179.68%
HK:1907
China Risun Group Ltd.
2.27
-0.39
-14.69%
HK:0609
Tiande Chemical Holdings Limited
1.48
0.39
35.78%
HK:1702
Dongguang Chemical Ltd.
1.90
-0.05
-2.56%
HK:0189
Dongyue Group Limited
11.36
3.45
43.62%
HK:2198
China Sanjiang Fine Chemicals Co., Ltd.
3.58
1.93
116.97%

Ganfeng Lithium Co Corporate Events

Ganfeng Lithium Faces Judicial Review Over Historical Insider Trading Case, Says Operations Unaffected
Dec 29, 2025

Ganfeng Lithium Group has disclosed that it received a notice from the Yichun Municipal Public Security Bureau on 29 December 2025 stating that a case involving the company has been transferred to the procuratorate for review and possible prosecution on suspicion of corporate insider trading. The matter stems from a previously handled incident for which the Jiangxi Supervision Bureau of the China Securities Regulatory Commission imposed an administrative penalty in July 2024, after which Ganfeng paid fines, forfeited related proceeds and implemented rectification measures. The company emphasized that the judicial process is a follow-up to that administrative action, said it respects the authorities’ lawful performance of their duties, and stressed that its production and operations remain normal and orderly, with no expected impact on day-to-day business. Ganfeng said it will continue to monitor the case, meet disclosure obligations under securities regulations, and warned shareholders and potential investors to exercise caution when trading its securities.

The most recent analyst rating on (HK:1772) stock is a Buy with a HK$62.40 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium Raises RMB500 Million via Short-Term Innovation Notes for M&A Funding
Dec 23, 2025

Ganfeng Lithium Group Co., Ltd. has completed the issuance of its 2025 first tranche science and technology innovation notes (M&A), structured as super short-term commercial papers with a tenor of 180 days and a total issuance size of RMB500 million at an interest rate of 2.33%. The proceeds will be used to replace the company’s self-owned funds previously deployed to repay merger and acquisition loans within one year, a move aimed at optimizing its debt structure, broadening financing channels and reducing financing costs, which should support its ongoing business development and M&A strategy while signaling continued access to relatively low-cost funding in China’s onshore interbank market.

The most recent analyst rating on (HK:1772) stock is a Buy with a HK$62.40 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium’s 2025 EGM Resolution Passed Successfully
Dec 11, 2025

Ganfeng Lithium Co., Ltd. announced the successful passing of a resolution at its fourth extraordinary general meeting of 2025, held on December 11. The meeting saw participation from a significant number of shareholders and proxies, with a total of 677,596,325 shares voted, representing 32.3320% of the company’s total shares entitled to vote. This development underscores the company’s ongoing commitment to its strategic goals and reflects active shareholder engagement, which could impact its future operations and market positioning.

The most recent analyst rating on (HK:1772) stock is a Hold with a HK$43.30 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium to Discuss New Financial Leasing Venture at Upcoming EGM
Nov 21, 2025

Ganfeng Lithium Co., Ltd. has announced an Extraordinary General Meeting (EGM) scheduled for December 11, 2025, to discuss and potentially approve a special resolution regarding the commencement of a financial leasing business with the company and a joint venture as joint lessees. This move could potentially enhance Ganfeng Lithium’s operational capabilities and strategic positioning in the market, offering new opportunities for growth and collaboration.

The most recent analyst rating on (HK:1772) stock is a Hold with a HK$48.00 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium Advances Major Joint Project with Environmental Approval
Nov 10, 2025

Ganfeng Lithium Co. has announced a significant milestone in its joint development project with Lithium Argentina, as the Secretariat of Mining and Energy of Salta has issued an Environmental Impact Statement for Phase 1. This development is expected to bolster the company’s operations by securing fiscal incentives from the Argentine government. The project, which is one of the largest undeveloped lithium brine resources, has a planned annual production capacity of 150,000 tons of lithium carbonate equivalent (LCE) over a 30-year lifespan, with the first phase targeting 50,000 tons of LCE annually.

The most recent analyst rating on (HK:1772) stock is a Buy with a HK$58.00 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium Issues First Tranche of 2025 Green Commercial Papers
Nov 5, 2025

Ganfeng Lithium Co., Ltd. has successfully issued its first tranche of green short-term commercial papers for 2025, amounting to RMB710 million with an interest rate of 2.38%. This issuance is part of the company’s strategy to optimize its debt structure and reduce financing costs, with proceeds earmarked for repaying debts related to green projects and purchasing waste power batteries, thereby reinforcing its commitment to sustainable development.

The most recent analyst rating on (HK:1772) stock is a Hold with a HK$43.30 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium Reports Strong Q3 Growth Amid Cash Flow Challenges
Oct 28, 2025

Ganfeng Lithium Co., Ltd. has reported its third-quarter financial results for 2025, showcasing a significant increase in operating income by 44.10% and a substantial rise in net profit attributable to shareholders by 364.02% compared to the same period last year. Despite these positive figures, the company experienced a negative net cash flow from operating activities, indicating challenges in liquidity management. The results reflect Ganfeng Lithium’s strong market positioning in the lithium industry, although the negative cash flow suggests potential operational adjustments might be necessary to sustain growth.

The most recent analyst rating on (HK:1772) stock is a Hold with a HK$43.30 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium Announces New Employee Director and Governance Changes
Oct 16, 2025

Ganfeng Lithium Co., Ltd. has announced the election of Ms. Liao Cui as the employee director for the sixth session of its board of directors, effective from October 14, 2025. This appointment is part of the company’s strategic governance adjustments, following the expiration of its supervisory committee’s term. The changes reflect Ganfeng Lithium’s ongoing efforts to streamline its corporate structure and enhance its operational efficiency.

The most recent analyst rating on (HK:1772) stock is a Hold with a HK$43.30 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium Co. Announces Board Composition and Committee Roles
Oct 16, 2025

Ganfeng Lithium Co. has announced the composition of its board of directors and the roles within its five board committees. This announcement highlights the company’s commitment to strong governance and strategic oversight, which is crucial for maintaining its leadership position in the lithium industry. The board’s structure, with a mix of executive, non-executive, and independent directors, is designed to support the company’s strategic goals and ensure sustainable development.

The most recent analyst rating on (HK:1772) stock is a Hold with a HK$43.30 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium Schedules Board Meeting to Review Q3 Report
Oct 16, 2025

Ganfeng Lithium Co. announced that its board of directors will meet on October 28, 2025, to consider and approve the company’s third quarterly report for the nine months ending September 30, 2025. This meeting is crucial for stakeholders as it will provide insights into the company’s financial performance and strategic direction.

The most recent analyst rating on (HK:1772) stock is a Hold with a HK$43.30 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium Co. Successfully Passes Resolutions at 2025 Extraordinary General Meeting
Oct 14, 2025

Ganfeng Lithium Co. announced the successful passing of all proposed resolutions during its third extraordinary general meeting of 2025, held on October 14. The meeting saw participation from 3,396 shareholders and proxies, representing nearly 30% of the company’s voting shares. Notably, certain directors abstained from voting due to related party transactions, highlighting the company’s adherence to regulatory requirements. This development underscores Ganfeng Lithium’s commitment to transparent governance and could enhance its industry positioning by reinforcing stakeholder confidence.

The most recent analyst rating on (HK:1772) stock is a Hold with a HK$43.30 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

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.Date of analysis: Dec 30, 2025