Ganfeng Lithium (01772.HK) Hong Kong Stock Hot Stock Analysis: Driven by Lithium Market Rebound and Fundamental Improvement

Ganfeng Lithium (01772.HK) belongs to the basic materials sector (lithium and lithium battery field). The current price is HK$37.30 (as of 2025-12-04 08:31 UTC) [0], with a market capitalization of approximately HK$13.184 billion [0].

1. Lithium Market Rebound
   : In December 2025, global lithium prices showed a bullish trend, supported by three factors: continuous growth in global electric vehicle (EV) demand driving up lithium demand, reduced market inventory levels improving supply-demand relations, and Chinese government measures to prevent lithium producers from selling at low prices to support lithium price recovery [1].
2. Fundamental Improvement
   : In Q3 2025, it achieved a net profit of RMB 556.8 million, turning around the previous year’s loss, with an improved net profit margin [2].
3. Industry Position
   : As a leading global lithium product manufacturer, the company vertically integrates lithium mining, refining, battery manufacturing, and recycling businesses, occupying an important position in the global lithium supply chain [2].

• Recent increase: Up HK$3.24 on the day, an increase of 9.51% [0];
• Trading volume: The day’s trading volume was 51,159,102 shares, far higher than the 10-day average of 28,590,000 shares [0];
• Price range: The 52-week range is HK$15.44-HK$38.06, and the current price is close to the 52-week high [0];
• Annual performance: Up 85.57% so far in 2025 [0].

Technically, the price is close to the 52-week high with increased trading volume, and market sentiment is positive; the lithium market rebound trend and EV demand growth expectations have boosted investor confidence [1]; as an industry leader, the company attracts institutional investor attention.

1. Linkage Effect Between Lithium Prices and EV Industry
   : The lithium price rebound is highly correlated with the global EV market expansion, and Ganfeng Lithium’s vertical integration layout enables it to effectively capture industry growth dividends [2].
2. Support Role of Regulatory Policies
   : The Chinese government’s regulatory measures on lithium prices are one of the important catalysts for this lithium market rebound, helping to stabilize the company’s performance expectations [1].
3. Competitive Advantage of Leading Position
   : The company’s full-industry-chain layout and leading industry position give it stronger risk resistance and profit margins amid lithium price fluctuations [2].

• Lithium price fluctuation risk
  : The company’s performance is still highly sensitive to lithium prices, and price fluctuations in the lithium market may affect profitability [2];
• Competition risk
  : The lithium industry is highly competitive, and the expansion of other lithium mining companies may squeeze market share;
• Supply chain risk
  : Global supply chain issues may affect raw material procurement and product sales;
• Policy risk
  : Changes in global lithium industry regulatory policies may affect the business.

• Continuous growth in EV demand
  : The long-term growth expectation of the global EV market will continue to drive lithium demand, providing growth space for the company;
• Industry integration opportunity
  : As an industry leader, the company can further consolidate its market position through resource integration.

Ganfeng Lithium (01772.HK) has become a hot Hong Kong stock due to the lithium market rebound, fundamental improvement, and leading industry position. The current price is close to the 52-week high, with increased trading volume and positive market sentiment. Investors need to pay attention to lithium price fluctuations, competition, and policy risks, while also keeping an eye on long-term opportunities brought by the growth of the EV industry.

• Resistance level: 52-week high HK$38.06;
• Support level: Previous trading day’s closing price HK$34.06;
• Medium-term support: HK$30.00.