GFL Lithium (01772.HK) - Analysis of Driving Factors for Being a Hot Stock in Hong Kong Market

The event occurred at 16:30 on January 1, 2026 (UTC+8), which was the first trading day of the new year. It may have been influenced by the continuation of optimistic sentiment in the industry and market in 2025.

GFL Lithium (01772.HK) belongs to the basic materials/lithium mining sector and is a major player in the lithium industry. Due to data source limitations, real-time price data for January 1, 2026 was not obtained [0].

1. Lithium Price Forecast Upgrade
   : Bernstein raised its 2026 lithium carbonate price forecast to $17,000 per ton, citing tightening fundamentals and strong demand growth in 2026 [1].
2. Supply-Demand Inflection Point Signal
   : The lithium market’s surplus narrowed in 2025, and a potential supply gap may emerge in 2026, which is regarded as a potential inflection point for the industry [3].
3. Sector Sentiment Boost
   : At the end of 2025, the rare metals sector (including lithium) received market attention, and the materials sector was among the top gainers in the S&P 500 index [1].
4. Market Environment Support
   : The Hong Kong stock market performed strongly in 2025, its best since 2017, with overall optimistic market sentiment [2].

Due to data source limitations, specific price and trading volume data for 01772.HK before and after the event were not obtained. However, combined with industry catalysts, the stock may have experienced significant intraday or short-term gains with trading volume above the average level [0].

• Positive Industry Sentiment
  : 2025 was regarded as a turning point for the lithium industry, and the expectation of a supply gap in 2026 has boosted investment enthusiasm for lithium mining companies [3].
• Overall Market Optimism
  : The strong performance of the Hong Kong stock market in 2025 provided a favorable environment for hot stocks at the beginning of 2026 [2].

1. Supply-Demand Inflection Point for Lithium Industry Approaching
   : The expectation of supply gap and price upgrade reflect that the lithium industry may enter an upward cycle [1][3].
2. Resonance Between Sector and Market Sentiment
   : The popularity of the rare metals sector and the overall strength of the Hong Kong stock market have formed a synergistic effect, driving lithium mining stocks to become hot [1][2].

• Data Limitations
  : Since real-time price and trading volume data were not obtained, the analysis relies on industry news, leading to uncertainty [0].
• Supply Risk
  : The progress of new lithium salt projects (such as Sichuan Guocheng Lithium Industry’s 200,000-ton project) may affect the magnitude of lithium price rebound [1].
• Policy Risk
  : China’s revised “Foreign Trade Law” (effective March 2026) may impact strategic mineral trade, increasing policy uncertainty in the industry [3].

• Upward Cycle of Lithium Prices
  : If the supply gap materializes, the rise in lithium prices will directly benefit lithium mining companies like GFL Lithium [1][3].
• Industry Consolidation Opportunities
  : The improvement of lithium industry fundamentals may promote industry consolidation, benefiting leading enterprises [1].

GFL Lithium (01772.HK) became a hot stock mainly driven by the improvement of lithium market fundamentals and market sentiment. Due to data limitations, it is recommended to pay attention to the trend of lithium carbonate prices (especially whether it reaches the $17,000 per ton forecast), the progress of industry supply projects, and the impact of policy changes on the lithium industry, and view short-term fluctuations cautiously [0][1][3].