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Ganfeng Lithium Co (1772) AI Stock Analysis

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HK:1772

Ganfeng Lithium Co

(HKEX:1772)

Select Model
Rating:53Neutral
Price Target:HKD 23.00â–²(4.45% Upside)
Action:reiterated
Date:10/27/26

The score is held back mainly by weak technicals (strong downtrend with negative momentum) and mixed financial quality—despite a TTM earnings recovery, leverage has risen and cash flow has been inconsistent. Valuation is a partial offset due to a modest P/E, but the low dividend yield provides limited additional support.

Positive Factors
Vertical integrationControl across the lithium value chain can support operational coordination, product breadth and internal access to multiple stages of the industry. Resource development, chemical production, battery materials and recycling together provide a broader platform than a single-segment lithium business.
Negative Factors
Rising leverageThe sharp increase in debt relative to equity reduces financial flexibility and makes the business more exposed if lithium prices or earnings weaken again. Higher leverage can also constrain future investment choices and increase the pressure to preserve cash through the cycle.

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

-75%-50%-25%0%25%50%75%100%HK:1772-53.52%EWH+7.37%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
HKD 7.53B
Dividend Yield
0.78%
Average Volume (3M)
10.91M
Price to Earnings (P/E)
11.0
Beta (1Y)
1.19
Revenue Growth
122.82%
EPS Growth
―
Country
Hong Kong
Employees
19,257
Sector
Basic Materials
Sector Strength
61
Industry
Chemicals

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, Nor...

Ganfeng Lithium Co Financial Statement Overview

Summary

Earnings have rebounded in TTM with solid margins and renewed revenue growth, but the multi-year pattern is highly cyclical. Balance-sheet risk is rising as leverage has increased meaningfully into TTM, and cash flow quality is the key weakness with choppy/negative free cash flow history and limited operating cash flow coverage of debt.

Income Statement

74Positive

Balance Sheet

66Positive

Cash Flow

42Neutral
Financial statement breakdown
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue53.28B23.08B18.91B32.97B41.82B11.16B
Gross Profit14.05B3.63B2.05B4.51B20.70B4.44B
EBITDA14.65B4.77B71.69M6.92B23.69B6.40B
Net Income8.38B1.61B-2.07B4.95B20.50B5.23B
Balance Sheet
Total Assets122.49B113.26B100.83B91.70B79.16B39.06B
Cash, Cash Equivalents and Short-Term Investments10.02B8.56B5.96B9.55B10.13B6.61B
Total Debt29.60B26.52B24.75B22.16B12.79B6.38B
Total Liabilities67.26B61.42B53.24B39.38B30.29B12.89B
Stockholders Equity48.12B45.15B41.78B47.03B44.04B21.89B
Cash Flow
Free Cash Flow1.53B-4.48B-3.39B-8.50B7.54B-792.97M
Operating Cash Flow5.67B2.94B5.16B146.48M12.49B2.62B
Investing Cash Flow-3.46B-4.41B-12.24B-10.18B-15.31B-6.18B
Financing Cash Flow-1.37B3.72B3.45B10.22B6.40B7.13B

Ganfeng Lithium Co Technical Analysis

Technical Analysis SentimentNegative
Last Price22.02

Price Trends

50DMA31.92Negative
100DMA38.49Negative
200DMA53.30Negative

Market Momentum

MACD-2.84Negative
RSI23.76Positive
STOCH29.18Neutral

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 22.02 is below the 20-day moving average (MA) of 25.74, below the 50-day MA of 31.92, and below the 200-day MA of 53.30, indicating a bearish trend. The MACD of -2.84 indicates Negative momentum. The RSI at 23.76 is Positive, neither overbought nor oversold. The STOCH value of 29.18 is Neutral, 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

Overall Rating

UnderperformOutperform
Sector (61)

Financial Indicators

HK:1772 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
HK:0189HK:018967NeutralHKD 16.00B7.4512.67%3.11%7.79%48.48%
Sector *61Neutral$10.43B7.12-0.05%2.87%2.86%-36.73%
HK:2198HK:219859NeutralHKD 4.12B4.5813.63%4.26%0.90%16.54%
HK:6616HK:661656NeutralHKD 10.91B-15.78-18.41%―165.47%-398.61%
HK:1772HK:177253NeutralHKD 69.10B10.9614.05%0.78%122.82%―
HK:0827HK:082742NeutralHKD 217.87M-0.24214.56%―1.56%-21.85%
HK:1907HK:190739UnderperformHKD 6.86B23.971.89%1.23%-1.88%―

* Basic Materials Sector Average

Performance Comparison

0%100%HK:1772HK:0827HK:1907HK:0189HK:2198HK:6616Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
HK:1772 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
HK:1772Ganfeng Lithium Co Class H22.02-28.30-56.24%
HK:0827Ko Yo Chemical (Group) Limited0.030.0014.81%
HK:1907China Risun Group Ltd.1.54-0.79-33.85%
HK:0189Dongyue Group Limited9.66-0.13-1.36%
HK:2198China Sanjiang Fine Chemicals Co., Ltd.3.521.2051.51%
HK:6616Global New Material International Holdings Limited8.742.5841.88%

Ganfeng Lithium Co Corporate Events

Ganfeng Lithium Reshapes Board With Internal Executive Appointments

Oct 21, 2026

Ganfeng Lithium Group Co., Ltd. has announced the planned resignation of executive directors Shen Haibo and Li Chenglin from the board and its strategy and sustainable development committees, citing internal changes in responsibilities within the gro...

Ganfeng Lithium Moves to Redefine Legal Representative in Governance Overhaul

Oct 21, 2026

Ganfeng Lithium Group Co., Ltd. has proposed amendments to its Articles of Association to change how the company’s legal representative is designated and replaced. Under the revised Article 5, the legal representative will be defined as a direc...

Ganfeng Lithium Posts Surging Profit and Revenue in Q3 2026

Oct 15, 2026

Ganfeng Lithium reported a strong third quarter for 2026, with operating income reaching RMB 13.06 billion, up 109.03% year on year, and total year‑to‑date revenue jumping 147.24% to RMB 36.16 billion. Net profit attributable to sharehold...

Ganfeng Lithium Sets October Board Meeting to Review Q3 Results

Sep 29, 2026

Ganfeng Lithium Group Co., Ltd. has scheduled a board meeting for October 15, 2026, in Jiangxi, China, to review and approve its third quarterly report for the nine months ended September 30, 2026. The session may also address additional resolutions,...

Ganfeng Lithium Swings Back to Profit on Surging Interim Revenue

Aug 28, 2026

Ganfeng Lithium Group Co., Ltd., a major Chinese lithium producer listed in Hong Kong, supplies lithium materials to battery and new energy markets worldwide. Its business spans extraction and processing of lithium products that feed electric vehicle...

Ganfeng Lithium Subsidiary Commits USD180 Million Convertible Debenture to LAR

Aug 24, 2026

GFL International, a subsidiary of Ganfeng Lithium Co, has agreed to subscribe to a six-year unsecured convertible debenture issued by Lithium Argentina Resources (LAR) for USD180 million, funded with the group’s own cash and bearing an annual...

Ganfeng Lithium and Lithium Argentina Seal Deal to Integrate and Expand Major Lithium Project

Aug 24, 2026

Ganfeng Lithium Group has signed a definitive agreement with Lithium Argentina to jointly develop and integrate their existing Argentine lithium assets into the Millennial vehicle, consolidating the so-called Consolidated Project. After integration,...

Ganfeng Lithium Schedules Board Meeting to Approve 2026 Interim Results

Aug 17, 2026

Ganfeng Lithium Group Co., Ltd. has scheduled a board meeting for August 28, 2026 to review and approve the interim financial results for the six months ended June 30, 2026, along with their planned publication. The board will also consider whether t...

Ganfeng Lithium Moves to Update Articles Amid Governance Rule Changes

Aug 5, 2026

Ganfeng Lithium Group Co., Ltd. has proposed amendments to its Articles of Association to align its corporate governance framework with the latest Company Law of the People’s Republic of China and updated listing rules in Hong Kong and Shenzhen...

Ganfeng Lithium Tightens Governance With New Remuneration Committee Rules

Aug 5, 2026

Ganfeng Lithium Group Co., Ltd. has formalized detailed terms of reference for a Remuneration and Assessment Committee under its board, aligning its governance practices with Chinese company law and the listing rules in Shenzhen and Hong Kong. The co...

Ganfeng Lithium Sets Up Nomination Committee to Tighten Board Governance

Aug 5, 2026

Ganfeng Lithium has formalized the terms of reference for a Nomination Committee under its board of directors to enhance corporate governance and improve the transparency and rigor of director and senior management selection. The committee is designe...

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: Oct 27, 2026