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Guotai Haitong: Leading metal producers demonstrate notable allocation value; rare earths remain attractive for medium- to long-term investment.
In the medium to long-term outlook, the bank remains optimistic about the investment value of rare earths as a key strategic resource.
Ganfeng Lithium Co., Ltd. (01772.HK) received an increase of 855,100 shares from JPMorgan.
Gelonghui, May 29 — According to the latest equity disclosure data from the Hong Kong Stock Exchange, on May 26, 2026, JPMorgan Chase & Co. acquired 855,100 additional long positions in Ganfeng Lithium Co., Ltd. (01772.HK) at an average price of HK$66.5161 per share, amounting to approximately HK$56.8756 million. Following this acquisition, JPMorgan Chase & Co.'s total long position increased to 24,890,200 shares, raising its long position stake from 4.97% to 5.15%.
Ganfeng Lithium Co., Ltd. (HKEX: 1772) transferred a total market value of HK$967 million, accounting for 3%, with 9,495,900 shares transferred out from BNP Paribas.
According to the latest data from the Hong Kong Stock Exchange, on May 27, Ganfeng Lithium Co., Ltd. (01772) experienced position movements involving a total transfer value of HK$967 million, representing 3% of its market capitalization. Shareholders transferred 13,387,100 shares into Citi and transferred out 9,495,900 shares from BNP Paribas.
Fastmarkets Reúne a Líderes Mundiales De Minerales Críticos
Hong Kong Stock Market Movement | Lithium Battery-Related Stocks Surge; Caike New Energy Jumps Nearly 12% Amid Upward Industry Cycle
Gelonghui, May 27 | Hong Kong-listed lithium battery-related stocks rallied collectively, with Caike New Energy surging nearly 12%, CATL and BYD Electronics rising over 6%, and Zhongxin Innovation Aviation, Ganfeng Lithium, and Tianqi Lithium following upward. In news developments, the wave of lithium battery capacity expansion has reached the upstream segment of the supply chain. According to incomplete statistics, since May alone, lithium battery materials companies including ENJET, D-FUNDS Nanomaterials, Putailai, Yongshan Lithium, Sinomine Resource Group, and Cangzhou Mingzhu have announced new capacity expansion plans, with total investments exceeding RMB 20 billion. Analysts note that multiple lithium battery materials firms announcing capacity expansions serves as a confirmation signal of an upswing in the industry’s prosperity cycle. This round of expansion is
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