JPGANFE@EC2612A.C (22835) News

Ganfeng Lithium: Provides Over RMB 200 Million in Guarantees for Subsidiary

Gelonghui, August 7 — Ganfeng Lithium Co., Ltd. announced that the company has provided joint and several liability guarantees for its majority-owned subsidiaries. Specifically, it has guaranteed RMB 948 million of debt owed by Jiangxi Ganfeng Lithium Technology Co., Ltd. to the Agricultural Bank of China, and up to USD 200 million of debt owed by Minera Exar S.A. to a syndicated loan facility. As of the date of this announcement, the company’s actual outstanding guarantee balance for its majority-owned subsidiaries amounted to RMB 14.354 billion, all within the approved limits. The company’s approved external guarantee limit stands at no more than RMB 35.65 billion, representing 78.97% of its most recently audited net assets; the total outstanding external guarantees amount to RMB 23.584 billion.

Gelonghui FinanceAug 7 17:45

DRC's Strict Controls on Copper and Cobalt Exports Reshape Global Supply Dynamics: Spot Tightness Persists, Opening Upward Window for Cobalt Prices in Q3

Given that the Democratic Republic of the Congo supplies approximately 70% of the world's cobalt and is the second-largest holder of global copper reserves, any policy change constitutes a critical variable in the reshaping of global supply chains.

Zhitong FinanceAug 7 07:19

Hong Kong Stock Market Movement | Lithium Battery-Related Stocks Lead Declines as Battery Consumption Tax Set to Resume; Companies Have Started Issuing Price Adjustment Notices to Clients

Lithium battery-related stocks led the losses. As of the time of writing, Ganfeng Lithium (01772.HK) fell 5.23% to HK$39.16; China Aviation Lithium Battery (CALB) (03931.HK) dropped 5.04% to HK$17.72; CATL (03750.HK) declined 4.82% to HK$629.50; and Tianqi Lithium (09696.HK) slid 3.25% to HK$35.16.

Zhitong FinanceAug 6 14:47

Ganfeng Lithium Co., Ltd. (01772.HK) was reduced by JPMorgan by 1.2936 million shares

Gelonghui, August 5 — According to the latest disclosure of equity interests by the Hong Kong Stock Exchange, on July 30, 2026, JPMorgan Chase & Co. reduced its long position in Ganfeng Lithium Co., Ltd. (HKEX: 1772) by 1.2936 million shares at an average price of HK$38.597 per share, involving approximately HK$49.929 million. Following this reduction, JPMorgan Chase & Co.'s updated long position stands at 32.6743 million shares, with its long position ratio declining from 7.03% to 6.76%.

Gelonghui FinanceAug 5 22:18

Ganfeng Lithium Co., Ltd. (002460.SZ): Applied to become a designated delivery warehouse for lithium hydroxide at Guangzhou Futures Exchange

Gelonghui, August 5 — Ganfeng Lithium Co., Ltd. (002460.SZ) announced that its 18th meeting of the Sixth Board of Directors reviewed and approved the proposal titled “Regarding the Company’s Application for Designated Delivery Warehouse Status for Lithium Hydroxide at Guangzhou Futures Exchange.” The board agreed to authorize the company's management to submit the application materials to Guangzhou Futures Exchange (hereinafter referred to as “GFEX”) for designation as a lithium hydroxide delivery warehouse and to handle all other related matters. This application for designated delivery warehouse status for lithium hydroxide at GFEX will help further enhance the company’s reputation and influence within the industry and improve its standardized management practices. It will also benefit the company’s spot market

Gelonghui FinanceAug 5 20:21

Ganfeng Lithium Co., Ltd. (002460.SZ): Ganfeng Lithium Battery intends to participate in investing in a limited partnership.

Gelonghui, August 5 — Ganfeng Lithium Co., Ltd. (002460.SZ) announced that the eighteenth meeting of the sixth session of its board of directors, held on August 5, 2026, approved the "Proposal Regarding Ganfeng Lithium Battery’s Participation in an Investment in a Limited Partnership Involving Related-Party Transactions." The board agreed that Ganfeng Lithium Battery would commit to contributing RMB 100 million alongside other co-investors to jointly invest in GONGQINGCHENG GANFENG TIANTAI VENTURE CAPITAL PARTNERSHIP (LIMITED PARTNERSHIP), thereby holding a 45.8716% interest in the fund. The company’s management has been authorized to handle all related procedures and execute relevant legal documents. As Mr. Li Liangbin, Chairman of the Company, and Mr. Wang Xiaoshen, Vice Chairman and President

Gelonghui FinanceAug 5 20:20

Zhito Hong Kong Market Insight | Intensified China-U.S. Rivalry Drives Sharp Gains in Precious and Non-Ferrous Metals; Domestic Substitution Undergoes Comprehensive Upgrade

There are several major developments today, primarily reflecting the ongoing strategic competition between China and the United States. Market sentiment is quite clear: A-shares surged significantly, while Hong Kong stocks rose modestly by 0.24%.

Zhitong FinanceAug 5 20:09

Hong Kong Stock Market Moves | Lithium Mining Stocks Rise in Early Trading as Strong Seasonal Demand Supports Continued Inventory Drawdown; Analysts Expect Lithium Carbonate Supply Shortfall to Widen

Lithium mining stocks rose in early trading. As of the time of writing, Ganfeng Lithium Co., Ltd. (01772.HK) was up 3.76% at HK$39.20, and Tianqi Lithium Corporation (09696.HK) gained 3.53% to HK$35.24.

Zhitong FinanceAug 4 11:28

CITIC Securities: Lithium carbonate capacity is gradually being released, but a supply surplus is unlikely for the full year of 2027.

Looking ahead to 2027, the bank forecasts a lithium carbonate supply deficit of 15,000 to 99,000 tonnes (equivalent to 0.5%–3.4% of demand), indicating a slightly looser supply-demand balance compared to this year but still reflecting a shortage.

Zhitong FinanceAug 4 09:57

Van Eck Associates Corporation reduced its stake in Ganfeng Lithium Co., Ltd. (01772.HK) by 212,800 shares at HK$38.56 per share.

On July 29, Van Eck Associates Corporation reduced its stake in Ganfeng Lithium Co., Ltd. (HKEX: 1772) by 212,800 shares at a price of HK$38.56 per share, for a total transaction value of approximately HK$8.2056 million.

Zhitong FinanceJul 31 19:54

Express News | HKEX: BlackRock's long position in Ganfeng Lithium Co., Ltd. (01772.HK) decreased to 6.75% on July 27, down from the previous level of 8.16%.

BreakingsJul 30 18:07

Hong Kong Stocks Move | Lithium Mining Stocks Rise in Early Trading as Downstream Production Continues to Increase Month-over-Month, Accelerating Inventory Drawdown of Lithium Carbonate

Lithium mining stocks rose in early trading. As of the time of writing, Tianqi Lithium (09696.HK) was up 5.13% at HK$34, while Ganfeng Lithium (01772.HK) gained 4.34% to HK$38.02.

Zhitong FinanceJul 29 11:32

ZHITONG Stock Connect Holdings Ratio Anomaly Report | July 29

ZHITONG HK Connect Ownership Ratio Anomaly Statistics | July 28, 2026

Zhitong FinanceJul 29 08:36

Ganfeng Lithium Co., Ltd. (HKEX: 1772) has completed the redemption of its first tranche of 2026 Green Technology Innovation Bonds.

Ganfeng Lithium Co., Ltd. (stock code: 01772) announced that Jiangxi Ganfeng Lithium Group Co., Ltd. (hereinafter referred to as the "Company") completed the issuance of its first tranche of Green Technology Innovation Bonds for 2026 (hereinafter referred to as the "Current Ultra-short-term Financing Notes") on January 27, 2026. The issuance amount was RMB 500 million, with an interest rate of 2.19%, a tenor of 180 days, and a maturity date of July 27, 2026.

Zhitong FinanceJul 28 18:48

Hong Kong Stock Market Midday Review | Hang Seng Index Down 0.11% at Midday; PCB Concept Stocks Plunge Across the Board

PCB stocks plunged across the board. Cracks have emerged in AI-related capital expenditure expectations, and divergence within the PCB industry is set to accelerate.

Zhitong FinanceJul 28 12:00

Hong Kong Market Movement | Non-ferrous Metal Stocks Weaken Collectively Amid Easing Risk-Aversion Sentiment and Caution Ahead of Fed Meeting

Gelonghui, July 28 | Shares of non-ferrous metal companies listed in Hong Kong traded weakly across the board. Among them, Ganfeng Lithium fell nearly 5%, Tianqi Lithium declined over 3%, China Aluminum and JL MAG dropped 2.6%, and Lingbao Gold, China Nonferrous Mining, Zijin Gold International, MMG, CMOC Group, and Jiangxi Copper all fell more than 2%. Chifeng Gold, China Hongqiao, and Zijin Mining also followed lower. On the news front, recent U.S.-Iran tensions have shown signs of temporary easing. U.S. President Trump stated that negotiations with Iran are underway and that the suspension of military strikes is intended to create space for diplomatic talks, leading to a slight retreat in market risk-off sentiment. As a result, Shanghai Gold and Silver futures both closed slightly lower in night trading.

Gelonghui FinanceJul 28 11:31

Hong Kong Market Movers | Non-ferrous Metals Sector Declines Broadly; Geopolitical Tensions Amplify Volatility in Non-ferrous Metals, While Grasberg's Resumption of Operations Weighs on Copper Prices

The non-ferrous metals sector declined across the board. As of the time of writing, Ganfeng Lithium Co., Ltd. (01772) fell 4.79% to HK$36.54; Aluminum Corporation of China Limited (02600) dropped 3.84% to HK$8.01; Jiangxi Copper Company Limited (00358) slid 3.65% to HK$33.82; and CMOC Group Limited (03993) decreased by 3.33% to HK$16.28.

Zhitong FinanceJul 28 10:39

GTJA Hong Kong Stock Connect Holding Ratio Anomaly Report | July 28

GTJA Hong Kong Stock Connect Holdings Ratio Anomaly Statistics | July 27, 2026

Zhitong FinanceJul 28 08:36

CITIC Securities: The new lithium battery cycle is primarily driven by energy storage, and the market may face comprehensive oversupply by 2027.

The bank believes that excessively pessimistic expectations for 2027 will be corrected as (1) lithium carbonate prices stabilize between July and November, and (2) energy storage tenders, 2027 orders, and delivery guidance gradually become confirmed, offering the sector an opportunity for recovery.

Zhitong FinanceJul 27 11:16

Zhito Hong Kong Short Position Holding Statistics | July 24

ZHITONG Hong Kong Short Position Holdings | July 24

Zhitong FinanceJul 24 18:31