Macquarie Lifts Ganfeng Lithium's H-Share Target by 120% to HK$83.5, Keeps Outperform Rating

Stock News

03/04

Macquarie has issued a research report significantly raising its target price for Ganfeng Lithium's H-shares by 120% to HK$83.5. The target for its A-shares was also increased by 53% to RMB 84.3, with an "outperform" rating maintained. The firm anticipates that energy storage system (ESS) demand will exceed market expectations, driven by policy support that encourages faster and larger-scale ESS deployment. This rising ESS demand has already pushed lithium prices higher, with further increases expected ahead. Macquarie raised its lithium price forecasts for 2026 and 2027 by 71% and 30%, respectively, reflecting a stronger demand outlook. Accordingly, the bank lifted its earnings estimates for Ganfeng Lithium for 2025, 2026, and 2027 by 242%, 265%, and 120%.

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The target for its A-shares was also increased by 53% to RMB 84.3, with an \"outperform\" rating maintained. The firm anticipates that energy storage system (ESS) demand will exceed market expectations, driven by policy support that encourages faster and larger-scale ESS deployment. This rising ESS demand has already pushed lithium prices higher, with further increases expected ahead. Macquarie raised its lithium price forecasts for 2026 and 2027 by 71% and 30%, respectively, reflecting a stronger demand outlook. Accordingly, the bank lifted its earnings estimates for Ganfeng Lithium for 2025, 2026, and 2027 by 242%, 265%, and 120%.</p>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"EVS.SI","symbol_name":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","start_time":0,"source_url":"","article_id":"1103721897","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1103721897","pubTimestamp":1772617157,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Macquarie has issued a research report significantly raising its target price for Ganfeng Lithium's H-shares by 120% to HK$83.5. 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