Hot Stock Analysis: Ganfeng Lithium (01772.HK) Gains Attention Due to Lithium Price Rebound and EV Demand Growth

The event occurred at 10:30:01 (UTC+8) on December 2, 2025, when Ganfeng Lithium (01772.HK) entered the East Money App Hong Kong Stock Market Popularity Ranking, reflecting a significant increase in retail investor attention [0].

As a Hong Kong-listed company in the basic materials sector, Ganfeng Lithium (01772.HK) has recently gained attention mainly due to positive signals from the lithium industry chain:

1. Industry Drivers
   : In mid-November 2025, lithium carbonate futures prices exceeded 83,000 CNY/ton, hitting a new high since August, driven by the recovery in demand from China’s EV and energy storage industries [1]. China’s new EV production in September increased by 20.3% year-on-year, the strongest growth in 2025, further boosting lithium demand [1].
2. Market Performance
   : Due to API data restrictions, Hong Kong stock prices are temporarily unavailable, but its A-share (002460.SZ) has performed strongly recently: up 52.27% in 3 months, 105.20% in 6 months, and 81.77% year-to-date, with trading volume maintaining between 50 million and 100 million shares, reaching a peak of 120.36 million shares on November 24 [0].
3. Sentiment Support
   : Entering the East Money App hot list indicates a significant increase in retail investor attention; meanwhile, the lithium sector’s sentiment has warmed up overall due to price rebounds and EV demand growth [0][1].

1. Transmission Effect of Demand Recovery
   : EV production growth directly drives lithium demand, which in turn leads to a rebound in lithium prices, forming a positive transmission chain of “demand-price-stock price”, reflecting the cyclical recovery characteristics of the lithium industry [1].
2. Two Sides of Retail Attention
   : The hot list effect amplifies stock price volatility (e.g., the A-share once fell 5.4% on November 24 before rebounding), so caution should be exercised regarding the impact of short-term speculative behavior by retail investors on price stability [0].

• Risks
  : The company is currently in a loss state (P/E ratio of -67.31x, net profit margin of -10.43%). Lithium prices are highly volatile due to supply and demand relationships, with historical sharp corrections; negative profit indicators may trigger concerns about valuation bubbles [0][1].
• Opportunities
  : The long-term growth expectation of the lithium market is clear (compound annual growth rate of 19.23% from 2025 to 2035), and continuous demand in the EV and energy storage sectors will support the long-term development of the industry [1].

Ganfeng Lithium (01772.HK) has recently gained attention due to the rebound in lithium prices and the growth in EV industry demand. Its A-share has performed strongly, but attention should be paid to profit risks and lithium price fluctuations. Investors should make decisions based on the company’s fundamentals and industry cycles.