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Ganfeng Lithium Co
(1772)
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Rating:52Neutral
Price Target:
HK$37.00
▼(-8.87% Downside)
Action:Reiterated
Date:09/07/26
The score is held back primarily by weak recent cash flow (negative free cash flow and poor cash conversion) and a clearly bearish technical setup (price below all key moving averages with negative MACD). Offsetting factors include a solid TTM earnings rebound and a moderate valuation (P/E ~15.8), but improving cash generation and trend confirmation are needed for a higher score.
Positive Factors
Integrated lithium value chain
Vertical integration across resource development, refining, materials, and downstream battery activities gives Ganfeng exposure to multiple stages of the lithium ecosystem. This structure can support operational coordination and allow the company to capture value beyond a single processing or mining activity.
Negative Factors
Weak cash conversion and negative free cash flow
Persistently negative recent free cash flow and operating cash flow that trails earnings show that reported profitability is not consistently becoming available cash. This can constrain reinvestment, debt reduction, and shareholder returns, while increasing dependence on disciplined working-capital and capital-spending management.
Read all positive and negative factors
Positive Factors
Negative Factors
Integrated lithium value chain
Vertical integration across resource development, refining, materials, and downstream battery activities gives Ganfeng exposure to multiple stages of the lithium ecosystem. This structure can support operational coordination and allow the company to capture value beyond a single processing or mining activity.
Read all positive factors
Ganfeng Lithium Co (1772) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$101.23B
Dividend Yield0.46%
Average Volume (3M)12.75M
Price to Earnings (P/E)15.8
Beta (1Y)1.33
Revenue Growth122.82%
EPS GrowthN/A
CountryHK
Employees19,257
SectorBasic Materials
Sector Strength58
IndustryChemicals
Share Statistics
EPS (TTM)3.84
Shares Outstanding483,100,700
10 Day Avg. Volume11,572,001
30 Day Avg. Volume12,745,176
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$69.71Price Target Upside71.70% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering7
EPS Forecast (FY)4.41
Revenue Forecast (FY)HK$56.52B
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 providing related manufacturing and service offerings across multiple stages of the industry chain. Key revenue streams include: (1) Sales of lithium compounds: The company prod...
Ganfeng Lithium Co Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
63
Positive
Cash Flow
36
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 46.47B | 23.08B | 18.91B | 32.97B | 41.82B | 11.16B |
| Gross Profit | 12.45B | 3.63B | 2.05B | 4.51B | 20.70B | 4.44B |
| EBITDA | 12.18B | 4.77B | 71.69M | 6.92B | 23.69B | 6.40B |
| Net Income | 8.18B | 1.61B | -2.07B | 4.95B | 20.50B | 5.23B |
Balance Sheet | ||||||
| Total Assets | 122.24B | 113.26B | 100.83B | 91.70B | 79.16B | 39.06B |
| Cash, Cash Equivalents and Short-Term Investments | 11.63B | 8.56B | 5.96B | 9.55B | 10.13B | 6.61B |
| Total Debt | 41.02B | 26.52B | 24.75B | 22.16B | 12.79B | 6.38B |
| Total Liabilities | 67.38B | 61.42B | 53.24B | 39.38B | 30.29B | 12.89B |
| Stockholders Equity | 48.19B | 45.15B | 41.78B | 47.03B | 44.04B | 21.89B |
Cash Flow | ||||||
| Free Cash Flow | -878.79M | -4.48B | -3.39B | -8.50B | 7.54B | -792.97M |
| Operating Cash Flow | 3.97B | 2.94B | 5.16B | 146.48M | 12.49B | 2.62B |
| Investing Cash Flow | -2.17B | -4.41B | -12.24B | -10.18B | -15.31B | -6.18B |
| Financing Cash Flow | -457.17M | 3.72B | 3.45B | 10.22B | 6.40B | 7.13B |
Ganfeng Lithium Co Technical Analysis
Negative
40.60
Price Trends
40.32
Negative
54.84
Negative
57.49
Negative
Market Momentum
-1.09
Positive
37.27
Neutral
5.50
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 40.6 is above the 20-day moving average (MA) of 39.36, above the 50-day MA of 40.32, and below the 200-day MA of 57.49, indicating a bearish trend. The MACD of -1.09 indicates Positive momentum. The RSI at 37.27 is Neutral, neither overbought nor oversold. The STOCH value of 5.50 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 |
|---|---|---|---|---|---|---|---|
70 Outperform | HK$21.88B | 10.19 | 12.67% | 2.29% | 7.79% | 48.48% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
60 Neutral | HK$4.75B | 5.51 | 13.63% | 3.51% | 0.90% | 16.54% | |
52 Neutral | HK$101.23B | 15.84 | 14.11% | 0.46% | 122.82% | ― | |
50 Neutral | HK$13.05B | -18.47 | -18.41% | 0.83% | 165.47% | -398.61% | |
42 Neutral | HK$316.26M | -0.35 | 214.56% | ― | 1.56% | -21.85% | |
40 Underperform | HK$8.60B | 31.64 | 1.87% | 0.98% | -1.80% | ― |
* Basic Materials Sector Average
HK:1772
Ganfeng Lithium Co
37.00
3.19
9.42%
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0.05
0.01
45.16%
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China Risun Group Ltd.
1.99
-0.51
-20.24%
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13.11
1.04
8.62%
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China Sanjiang Fine Chemicals Co., Ltd.
4.20
2.50
147.50%
HK:6616
Global New Material International Holdings Limited
10.15
5.38
112.79%
Ganfeng Lithium Co Corporate Events
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 vehi...
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 annu...
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 integratio...
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 whethe...
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 Shenz...
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...
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 desi...
Ganfeng Lithium Raises RMB500 Million via 2026 Second Tranche Green MTNs
Jul 23, 2026
Ganfeng Lithium Group Co., Ltd. has completed the issuance of its 2026 second tranche green medium-term notes in China’s interbank bond market, following prior registration approval for up to RMB5 billion in medium-term notes. The latest iss...
Ganfeng Lithium Signals Sharp Profit Rebound on Strong Demand and Asset Gains
Jul 14, 2026
Ganfeng Lithium Group has issued a positive profit alert, indicating that it expects to swing from a loss in the first half of 2025 to a net profit of between RMB3.65 billion and RMB4.6 billion for the six months ended 30 June 2026. Basic earnings...
Ganfeng Lithium Cleared of Criminal Charges in Insider Trading Case
Jul 10, 2026
Ganfeng Lithium Group Co., Ltd. has disclosed that Chinese securities regulators previously found its trading in shares of ST Jiangte constituted insider trading, resulting in administrative penalties and fines that the company has already paid an...
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...
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.