HUGANFE@EC2612A.C (22336) News

Hong Kong Stocks Update | Lithium Carbonate Prices Fall Below CNY 130,000, Hitting Lowest Level Since February; Tianqi Lithium (09696) Drops Nearly 4%, Ganfeng Lithium (01772) Falls Over 2%

Lithium‑related stocks remain under pressure; as of press time, Tianqi Lithium (09696) was down 3.90%, trading at HK$30.54. Zhitong Finance APP learned that lithium stock shares remain under pressure.

Zhitong FinanceSep 15 13:58

Lithium carbonate prices collapse! Falling below 130,000 yuan, what is driving market panic?

A triple blow from upward inventory revisions, production schedule rumors, and loose supply.

Gelonghui FinanceSep 11 12:02

HK Stocks Midday Review | Hang Seng Index Falls 0.85% in Morning Session; Copper Stocks See Sharp Pullback

Uncertainty surrounding rumors of U.S. tariffs on copper has led to a sharp decline in copper prices and a significant pullback in copper mining stocks.

Zhitong FinanceSep 11 12:00

Hong Kong Stock Market Update: Lithium battery stocks fall broadly, with Ganfeng Lithium down 5.8%, amid reports that several regions have suspended acceptance of new production capacity filings

Gelonghui, September 11 | Hong Kong-listed lithium battery stocks fell collectively. Tianqi Lithium dropped 6.6%, Ganfeng Lithium fell 5.8%, Longpan Technology declined 4.3%, and CATL decreased by 3.2%. Zhenli New Energy, CALB, Tianneng Power, and Chilwee Power also followed the downward trend. On the news front, the window for capacity expansion in the lithium battery industry is closing. Recently, several leading battery manufacturers confirmed to The Economic Observer that since the second half of this year, local authorities have largely stopped accepting new filings for production capacity of power batteries and energy storage batteries, effectively suspending new applications. A manager at a leading energy storage battery company stated, "Since the first half of this year..."

Gelonghui FinanceSep 11 10:22

Hong Kong Stocks Midday Review | Hang Seng Index Falls 1.29% in Morning Session; Robotics Concept Stocks Rise Against the Trend

Most oil and gas stocks rose. With international oil prices back above $100, recurring geopolitical tensions have introduced a temporary risk premium. Zhitong Finance APP reports that the Hong Kong

Zhitong FinanceSep 10 12:00

Lithium stocks fell broadly in early trading, with JPMorgan noting that lithium prices face near-term downward pressure and that the resumption of production at the Jianxiawo lithium mine may take longer than expected.

Lithium stocks fell broadly in early trading. As of press time, Ganfeng Lithium (01772) dropped 3.3% to HK$35.76, and Tianqi Lithium (09696) declined 3.44% to HK$33.72.

Zhitong FinanceSep 10 10:28

Day 1 of China Research Notes: Tight Supply and Demand for Copper and Lithium; Robust Performance in High-End Manufacturing and Electronic Materials

Main pointsCopper fundamentals remain tight, and despite a weaker macroeconomic outlook, physical copper supply is considerably tighter than indicated by macro indicators. Tighter invoicing

CSOPSep 8 22:17

JPMorgan: Lithium prices face short-term downward pressure, while ESS demand supports the medium-term outlook; maintains "Overweight" rating on Ganfeng Lithium (01772.HK)

JPMorgan released a report on China’s lithium industry, noting that lithium carbonate futures prices have fallen 10% month-to-date to RMB 140,500 per tonne. Chinese lithium stocks declined by 9% to 11% over the same period, underperforming the Hang Seng Index’s 0.6% month-to-date drop. Although uncertainty surrounding the resumption of production at CATL’s Jianxiawo lithium mine should theoretically support the view of tightening supply, Shanghai Metals Market (SMM) revised its inventory classification, resulting in reported inventories increasing by approximately 94,000 tonnes compared to the previous series. Consequently, market focus has shifted back to inventory levels and demand verification. While the new framework still indicates destocking, the headline figure of rising total inventories caught the market off guard, trig

AASTOCKSSep 8 11:44

China Lithium Industry Dashboard: Inventory Surprise Offsets Supply Disruptions, Demand Validation Remains Key

Main pointsInventory data adjustments have caused market sentiment to fluctuate, but the trend of inventory destocking remains unchanged. SMM's revised lithium carbonate inventory data increased

CSOPSep 8 03:26

CATL alone earned more than four automakers combined, while second-tier battery manufacturers failed to match the profits of upstream mining companies.

In the first half of 2026, nearly every company in the power battery industry reported positive results. CATL's (300750.SZ) semi-annual report showed that the company achieved operating revenue of RMB 276.917 billion, a year-on-year increase of 54.80%; net profit attributable to shareholders of the parent company amounted to RMB 43.284 billion, up 41.98% year on year. EVE Energy's net profit grew by 105.66%, and Gotion High-Tech's net profit surged by 278.05%, with growth rates becoming increasingly impressive. However, when the statutory semi-annual reports are analyzed on a consistent basis, a different set of figures emerges that contrasts with the narrative of an "industry-wide recovery": CATL's net profit attributable to shareholders of the parent company in the first half exceeded that of BYD,

businesstimes cnSep 7 20:05

Express News | According to HKEX filings: On September 2, BlackRock's long position in Ganfeng Lithium (01772.HK) increased from 7.52% to 9.54%.

BreakingsSep 7 17:40

Twenty-three lithium-ion battery companies convened in Tianfu New Area, marking the launch of China's first ESG collaboration mechanism for the entire lithium-ion battery supply chain.

Gelong Hui, September 5 – According to National Business Daily, the 4th Zero-Carbon Collaborative Innovation Conference was successfully held on September 3 at Longhu Lake in the Tianfu New Area of Sichuan Province. At the conference, the "Sustainable Lithium Battery Industry Working Group," led by Tianqi Lithium and covering the entire lithium battery value chain, was officially launched. This marks China’s first industry-wide ESG and sustainable development collaboration mechanism encompassing the entire upstream, midstream, and downstream supply chain. The working group will focus primarily on four key areas: mutual recognition of technical specifications for the EU’s new battery regulations and the battery passport, development of local carbon footprint data, collaborative efforts in supply chain traceability and security data, and industry sustainability narratives and international cooperation, with a commitment to reducing duplicate audits and

Gelonghui FinanceSep 5 11:03

Express News | According to HKEX filings, BlackRock's long-term holding ratio in the H-shares of Ganfeng Lithium (01772.HK) decreased from 8.5% to 7.54% on September 1.

BreakingsSep 4 18:14

HK Stock Market Moves | Slowing De-stocking Data Sparks Pessimism; Ganfeng Lithium (01772) and Tianqi Lithium (09696) Both Fall More Than 4%

Lithium mining stocks declined in afternoon trading. As of press time, Ganfeng Lithium (01772) fell 4.4% to HK$36.48, and Tianqi Lithium (09696) dropped 4.53% to HK$34.56.

Zhitong FinanceSep 4 15:10

Ganfeng Lithium (01772): Share reduction plan period has expired; Fu Lihua did not implement share reduction

Ganfeng Lithium (01772) announced that the Company recently received a "Notice on the Expiration of the Share Reduction Plan Period" issued by Mr. Fu Lihua, Vice President of the Company. As of the date of this announcement, the period for the current share reduction plan has expired, and Mr. Fu Lihua has not implemented any share reductions.

Zhitong FinanceSep 3 21:24

EV batteries enjoy 11-year tax exemption: Who bears the CNY 1,200 bill as levies kick in?

Effective September 1, an additional tax was imposed on power battery ex-factory prices in China. The "Announcement on Adjusting Consumption Tax Policies for Certain Batteries" (Announcement No. 20 of 2026 by the Ministry of Finance, the General Administration of Customs, and the State Taxation Administration, dated July 16, 2026) stipulates that a consumption tax at a rate of 2% will be levied on mercury-free primary batteries, nickel-metal hydride storage batteries, lithium primary batteries, lithium-ion storage batteries, and all-vanadium redox flow batteries starting from September 1, 2026. Starting from September 1, 2027, the tax rate for these five categories of batteries will increase to 4%. The list of taxable items is not limited to power batteries; it also includes household dry-cell batteries.

businesstimes cnSep 3 20:54

Goldman Sachs: Interim results for aluminum, gold, and copper companies generally missed expectations; lithium producers benefited from rebounding lithium prices. Ganfeng Lithium (01772) rating upgraded to "Neutral".

Goldman Sachs expects lithium prices to correct in the second half of 2026, with the price per tonne of lithium carbonate equivalent (LCE) falling further to between $10,300 and $16,000 in 2027 and 2028, by which time the global lithium market will shift from its current deficit to a surplus.

Zhitong FinanceSep 3 14:19

Goldman Sachs’ Investment Ratings and Target Prices for Metal Stocks (Table)

Goldman Sachs issued a research report, listing the investment ratings and target prices for metal stocks as follows: Stock | Investment Rating | Target Price (HKD) Aluminum Corporation of China (02600.HK) | Sell | 7.5 → 6.8 China Hongqiao Group (01378.HK) | Neutral | 26 → 23 Jiangxi Copper Company (00358.HK) | Buy | 45 → 50 MMG Limited (01208.HK) | Buy | 14 → 12.5 CMOC Group Limited (03993.HK) | Buy | 25 →

AASTOCKSSep 3 11:10

Express News | According to HKEX filings, JPMorgan's short position in the H shares of Ganfeng Lithium (01772.HK) decreased from 5.58% to 4.45% on August 27.

BreakingsSep 2 17:22

Hong Kong Stock Market Alert: Lithium battery stocks decline collectively; Ganfeng Lithium (01772) falls over 5%, CATL (03750) drops more than 4%

Shares of lithium battery-related companies fell broadly. As of press time, Ganfeng Lithium (01772) dropped 5.09% to HKD 38.42; CATL (03750) declined 4.14% to HKD 567.5; Tianqi Lithium (09696) fell 4.10% to HKD 36.04; and CALB (03931) slipped 3.64% to HKD 16.43.

Zhitong FinanceSep 2 10:01