HK Hot Stock Analysis: Ganfeng Lithium (01772.HK)

Ganfeng Lithium (01772.HK) has emerged as a hot stock in the Hong Kong market, tracked by Tushare’s dc_hot (东方财富App热榜) [1]. The lithium sector shows recovery, with lithium carbonate prices bouncing 30% from an early October low of ~US$10,300/tonne to ~US$13,400/tonne (Dec 6, 2025) [0]. This is supported by the company chair’s forecast of 30-40% global lithium demand growth by 2026, with potential prices revisiting 150k-200k yuan/tonne (~US$21k-$28k) if demand tightens [0]. UBS’s recent upgrade of Albemarle has reinforced positive sector sentiment, indirectly benefiting Ganfeng [0].

1. Sector-wide recovery signal
   : UBS’s upgrade indicates market recognition of lithium sector recovery, amplifying investor interest in leading players like Ganfeng.
2. Company-specific credibility
   : The chair’s forecasts, rooted in industry insights, add credibility to the stock’s growth narrative.
3. Dual catalysts
   : Short-term price rebound triggers attention, while long-term EV/battery-driven demand provides sustained potential.

• Opportunities
  : Expanding EV/energy storage battery demand, potential price hikes if supply lags.
• Risks
  : Lithium price volatility, regulatory changes impacting battery/EV sectors.

Ganfeng Lithium (01772.HK) is a Hong Kong hot stock driven by price recovery, demand growth, and sector optimism. The analysis presents objective background on its popularity without investment advice.