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Ganfeng Lithium Co
(1772)
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Rating:51Neutral
Price Target:
HK$48.00
â–¼(-41.36% Downside)
Action:Reiterated
Date:06/05/26
The score is driven primarily by mixed financial performance: improving TTM revenue and margins and manageable leverage, but weak and inconsistent free cash flow. Technical indicators are notably bearish (price below key moving averages with very weak RSI/Stoch and negative MACD), and valuation is constrained by a high P/E and minimal dividend yield.
Positive Factors
Vertical integration across lithium value chain
Owning upstream resources plus mid- and downstream processing creates a durable structural advantage: secured feedstock reduces supply disruption risk, internalizes margin capture from raw to processed products, and supports long-term supply agreements with battery makers across EV and energy-storage markets.
Negative Factors
Weak and inconsistent free cash flow
Near-breakeven and intermittently negative free cash flow over multiple years undermines the company's ability to self-fund capex, deleveraging, and shareholder returns. Persistent weak cash conversion increases reliance on external financing and raises execution risk for long-term projects.
Read all positive and negative factors
Positive Factors
Negative Factors
Vertical integration across lithium value chain
Owning upstream resources plus mid- and downstream processing creates a durable structural advantage: secured feedstock reduces supply disruption risk, internalizes margin capture from raw to processed products, and supports long-term supply agreements with battery makers across EV and energy-storage markets.
Read all positive factors
Ganfeng Lithium Co (1772) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$131.52B
Dividend Yield0.29%
Average Volume (3M)25.92M
Price to Earnings (P/E)34.5
Beta (1Y)1.46
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$77.21Price Target Upside-5.68% Downside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)4.17
Revenue Forecast (FY)HK$54.01B
Ganfeng Lithium Co Business Overview & Revenue Model
Company Description
Ganfeng Lithium Co., Limited stands as a leading international producer and distributor of a comprehensive range of lithium-based materials. The company operates extensively throughout Mainland China, the broader Asian region, the European Union, ...
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
Negative
81.85
Price Trends
68.02
Negative
66.76
Negative
58.36
Negative
Market Momentum
-4.76
Positive
29.23
Positive
9.98
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1772, the sentiment is Negative. The current price of 81.85 is above the 20-day moving average (MA) of 55.73, above the 50-day MA of 68.02, and above the 200-day MA of 58.36, indicating a bearish trend. The MACD of -4.76 indicates Positive momentum. The RSI at 29.23 is Positive, neither overbought nor oversold. The STOCH value of 9.98 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
80 Outperform | HK$30.83B | 16.44 | 12.00% | 0.98% | 1.21% | 108.04% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
51 Neutral | HK$131.52B | 34.54 | 8.78% | 0.29% | 22.09% | ― | |
49 Neutral | HK$3.23B | 6.76 | 7.74% | ― | -5.68% | -25.13% | |
48 Neutral | HK$323.29M | -0.33 | 4206.78% | ― | -16.83% | -45.43% | |
47 Neutral | HK$8.84B | -19.78 | -11.55% | ― | 77.67% | -259.39% | |
40 Underperform | HK$8.73B | 130.48 | 0.46% | 1.16% | -17.38% | 224.44% |
* Basic Materials Sector Average
HK:1772
Ganfeng Lithium Co
48.08
23.44
95.15%
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1.96
-0.56
-22.07%
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18.62
8.65
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China Sanjiang Fine Chemicals Co., Ltd.
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1.05
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Ganfeng Lithium Co Corporate Events
Ganfeng Lithium Shareholders Approve All Resolutions at Extraordinary Meeting
Jun 29, 2026
Ganfeng Lithium Group reported that all resolutions proposed at its second extraordinary general meeting of 2026 were approved by poll on June 29, confirming shareholder support for the board’s agenda. The meeting, held in Jiangxi Province a...
Ganfeng Lithium Adds Pay-Policy Amendment to June EGM Agenda
Jun 11, 2026
Ganfeng Lithium Group Co. has issued a supplemental notice confirming that its extraordinary general meeting will proceed as scheduled on June 29, 2026, in Xinyu, Jiangxi, China. The updated agenda adds an ordinary resolution on proposed amendment...
Ganfeng Lithium Calls June EGM to Approve Derivatives Trading and Charter Changes
Jun 8, 2026
Ganfeng Lithium Group has called an extraordinary general meeting for June 29, 2026 in Jiangxi Province, where shareholders will vote on authorizing derivatives trading using the company’s own funds and on proposed amendments to its Articles...
Ganfeng Lithium Moves to Tighten Governance With Articles Overhaul
Jun 2, 2026
Ganfeng Lithium Group has proposed amendments to its Articles of Association to align its corporate governance with recent changes in Chinese company law, Shenzhen Stock Exchange listing rules, Hong Kong listing requirements and other regulatory p...
Ganfeng Lithium AGM Confirms Poll Results, Dividend Details and Board Changes
May 20, 2026
Ganfeng Lithium Group Co., Ltd. held its 2025 annual general meeting on May 20, 2026, in Xinyu, Jiangxi Province, with shareholders representing 38.56% of the company’s issued share capital participating through in-person and online voting. ...
Ganfeng Lithium details board composition and committee roles
May 20, 2026
Ganfeng Lithium Group Co., Ltd. has detailed the current composition of its Board, listing five executive directors, one non-executive director, four independent non-executive directors and one employee director, with Chairman Li Liangbin leading ...
Ganfeng Lithium Declares Final 2025 Dividend for Hong Kong Shareholders
May 20, 2026
Ganfeng Lithium Group has declared a final ordinary cash dividend for the financial year ended 31 December 2025, set at RMB 1.5 per 10 shares, with shareholder approval obtained on 20 May 2026. The dividend for Hong Kong investors will be paid in ...
Ganfeng Lithium Shifts 2025 AGM Venue Without Changing Meeting Arrangements
May 14, 2026
Ganfeng Lithium Group has announced a change of venue for its 2025 annual general meeting, which will now be held at Conference Room 805, Ganfeng LiEnergy Comprehensive Building on Yangguang Avenue in Xinyu, Jiangxi Province. The meeting remains s...
Ganfeng Lithium Adds Guarantee Proposal to 2025 AGM Agenda
May 5, 2026
Ganfeng Lithium Group Co., Ltd. has issued a supplemental notice confirming that its 2025 annual general meeting will proceed as scheduled on May 20, 2026, at the company’s headquarters in Xinyu, Jiangxi Province. The updated agenda adds a s...
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...
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.