tiprankstipranks
Trending News
More News >
Ganfeng Lithium Co Ltd Class H (HK:1772)
:1772

Ganfeng Lithium Co (1772) AI Stock Analysis

Compare
29 Followers

Top Page

HK:1772

Ganfeng Lithium Co

(1772)

Select Model
Select Model
Select Model
Neutral 52 (OpenAI - 5.2)
Rating:52Neutral
Price Target:
HK$69.00
▲(1.62% Upside)
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 and resource exposure
Ganfeng’s upstream-to-midstream footprint supports long-term supply security and the ability to capture processing margins. This structural integration helps the company meet large battery customers’ specs, reducing input-cost exposure and strengthening customer stickiness over multiple cycles.
Operating cash flow recovery
A material rebound in operating cash flow signals improved core cash generation capacity even after a loss year. If sustained, stronger operations cash can fund needed investments and reduce dependence on external financing over the medium term.
Sizeable equity provides balance-sheet cushion
A large equity base relative to debt gives the company capital flexibility to weather cyclical downturns and fund project development. This cushion supports long-term investment in resources and processing capacity without immediate solvency pressure.
Negative Factors
Sharp profitability deterioration
A swing to net losses and compressed gross margins reflects weaker pricing power or cost pressure in core products. Persistent margin erosion would damage ability to self-fund growth, reduce returns, and undermine investor and customer confidence over multiple quarters.
Negative and volatile free cash flow
Sustained negative free cash flow indicates heavy capex or working-capital demands that can drain liquidity. If FCF volatility persists, the company may need continued external financing or to defer investments, constraining strategic execution and margin recovery.
Rising leverage over recent years
Increasing leverage reduces financial flexibility and raises refinancing risk if industry conditions weaken. Higher debt burdens amplify downside in prolonged downturns and can limit the company’s ability to invest opportunistically or maintain distributions over the medium term.

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
Fundamentals weakened materially in 2024: revenue declined ~10.9%, margins compressed, and results swung to a net loss (net margin ~-11%) from solid profitability in 2023 (~15%). The balance sheet is supported by sizable equity but leverage has risen (debt-to-equity ~0.59) and ROE turned negative. Operating cash flow improved strongly in 2024, but free cash flow was negative (~-3.39B), underscoring volatile cash conversion.
Income Statement
34
Negative
Profitability deteriorated sharply: 2024 revenue fell ~10.9% and the company moved from healthy profitability in 2023 (net margin ~15.0%) to a net loss in 2024 (net margin ~-11.0%) with negative operating profit. Gross margin also compressed to ~10.8% in 2024 versus ~13.7% in 2023 and far below the unusually strong 2021–2022 period. Strength: the business has demonstrated it can generate strong margins in up-cycles, but the latest year shows significant earnings volatility and weakened pricing/power.
Balance Sheet
58
Neutral
Leverage is moderate: 2024 debt-to-equity is ~0.59 (up from ~0.47 in 2023 and ~0.29 in 2021–2022), suggesting a higher reliance on debt than the recent past but not extreme. Equity remains sizable (about 41.8B vs. 24.7B debt in 2024), providing balance-sheet cushioning; however, returns weakened materially, with return on equity turning negative in 2024 after positive levels in prior years. Overall: adequate capital base, but rising leverage and a loss year increase balance-sheet risk if the downturn persists.
Cash Flow
46
Neutral
Cash generation is mixed. Operating cash flow rebounded strongly in 2024 (~5.16B) after being very low in 2023, which is a clear positive. However, free cash flow was negative in 2024 (~-3.39B), indicating heavy investment and/or working-capital demands that outpaced operating inflows. Historically, free cash flow has been inconsistent (strongly positive in 2022, weaker/negative in several other years), highlighting volatility in cash conversion.
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-3.39B-8.50B7.54B-792.97M-463.92M
Operating Cash Flow1.52B5.16B146.48M12.49B2.62B746.37M
Investing Cash Flow-8.41B-12.24B-10.18B-15.31B-6.18B-3.96B
Financing Cash Flow8.37B3.45B10.22B6.40B7.13B3.64B

Ganfeng Lithium Co Technical Analysis

Technical Analysis Sentiment
Positive
Last Price67.90
Price Trends
50DMA
55.83
Positive
100DMA
50.09
Positive
200DMA
36.93
Positive
Market Momentum
MACD
4.01
Negative
RSI
64.54
Neutral
STOCH
72.40
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 67.9 is above the 20-day moving average (MA) of 62.31, above the 50-day MA of 55.83, and above the 200-day MA of 36.93, indicating a bullish trend. The MACD of 4.01 indicates Negative momentum. The RSI at 64.54 is Neutral, neither overbought nor oversold. The STOCH value of 72.40 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$20.68B14.9710.43%0.98%-1.43%113.67%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
61
Neutral
HK$1.51B23.432.46%3.52%-5.29%-32.47%
59
Neutral
HK$1.27B17.753.61%2.20%-8.51%-68.34%
54
Neutral
HK$11.45B-167.30-0.52%1.16%-15.17%-125.24%
52
Neutral
HK$161.42B-68.48-3.22%0.29%-28.05%-11.53%
50
Neutral
HK$5.34B7.4613.87%9.20%213.87%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
HK:1772
Ganfeng Lithium Co
67.90
48.72
254.03%
HK:1907
China Risun Group Ltd.
2.66
>-0.01
-0.04%
HK:0609
Tiande Chemical Holdings Limited
1.64
0.54
49.09%
HK:1702
Dongguang Chemical Ltd.
1.85
-0.10
-5.13%
HK:0189
Dongyue Group Limited
12.59
4.52
56.01%
HK:2198
China Sanjiang Fine Chemicals Co., Ltd.
4.79
2.93
157.53%

Ganfeng Lithium Co Corporate Events

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 to repay interest-bearing debt, replenish internal resources previously used for debt repayment, and purchase raw materials, moves that are expected to optimize the company’s debt structure, lower financing costs and support ongoing business development, while signaling continued access to domestic institutional funding channels for its growth in the lithium and new energy materials sector.

The most recent analyst rating on (HK:1772) stock is a Hold with a HK$71.00 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium 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 RMB1.1 billion and RMB1.65 billion, with basic earnings per share expected to reach RMB0.55–0.82 versus a loss per share previously. The improvement is driven mainly by substantial non-recurring gains, including around RMB1.03 billion in fair value gains from its stake in Pilbara Minerals after risk-management hedging, and investment income from partially divesting a stake in subsidiary Shenzhen Yichu Shuzhi Energy Group and bringing in strategic investors, offset in part by fair value losses on convertible bonds amid a sharp rise in the company’s share price and new impairment provisions. While the company also expects a marked narrowing of its underlying net loss after non-recurring items, it cautioned that the figures are based on preliminary unaudited estimates under Chinese accounting standards, with final audited 2025 results due by the end of March 2026, and urged investors to exercise caution in trading its shares.

The most recent analyst rating on (HK:1772) stock is a Hold with a HK$72.00 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium 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 HK$1.37 billion 1.50% convertible bonds due 2026. The revisions adjust the registered capital to RMB2,096,694,404 and update the shareholding structure, with A-shares remaining at 1,613,593,699 but falling to 76.96% of total equity and H-shares rising to 483,100,705, or 23.04%, underscoring a growing offshore investor base and potentially enhancing the company’s financing flexibility and international market presence; the changes are subject to approval by shareholders at an upcoming extraordinary general meeting and necessary regulatory clearances.

The most recent analyst rating on (HK:1772) stock is a Hold with a HK$65.00 price target. To see the full list of analyst forecasts on Ganfeng Lithium Co stock, see the HK:1772 Stock Forecast page.

Ganfeng Lithium 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.

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