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 Finance10:28

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