Lithium Stocks Surge in Hong Kong Trading Session with Ganfeng Lithium Up Over 8% Following UBS Price Forecast Revision

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Yesterday

Lithium sector stocks demonstrated strength during the trading session. At the time of writing, Ganfeng Lithium (01772) rose by 8.56% to HK$66.5, while Tianqi Lithium (09696) increased by 3.17% to HK$45.5. The movement follows a recent UBS research report which expressed a clear bullish stance on Chinese lithium, significantly raising its price forecasts for spodumene and lithium carbonate. The report stated that the market has entered a third super-cycle for lithium prices. UBS believes that the gradual realization of the "triple balance" in electric vehicles and the global surge in energy storage demand will drive sustained growth in lithium consumption. The report specifically highlighted Tianqi Lithium, Ganfeng Lithium, and China Salt Lake, upgrading their outlooks. Notably, performance previews or preliminary results disclosed by several lithium battery listed companies for 2025 indicate that the recovery across the lithium battery industry chain is translating into financial results. DBS noted that Ganfeng Lithium is projected to report a net profit between RMB 1.1 billion and RMB 1.65 billion for the full year 2025. The bank anticipates lithium prices will remain elevated until mining permits are secured for the Jiangxi lithium mine, with profitability in the lithium sector expected to bottom out and rebound in 2026.

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