Ganfeng Lithium (01772.HK) Hot Stock Analysis: Strong Performance Driven by Policy Support and Fundamental Improvements

This analysis is based on the East Money App’s HK Stock Market Popularity Ranking [0]. Ganfeng Lithium (01772.HK) has recently become a hot HK stock with a 2-year total return of 103.73% and an annualized return of 42.73%, outperforming the broader market index. Driving factors include China’s energy storage policy support, improved lithium price expectations, institutional rating upgrades, and fundamental optimizations [0].

As a leading company in China’s lithium industry, Ganfeng Lithium covers the upstream and downstream of the lithium industry chain [0]. Its strong stock performance since 2025 is driven by multiple factors:

• Policy Aspect
  : China has launched a 250 billion yuan energy storage investment policy, targeting over 180 GW of new energy storage installations by 2027, which directly benefits the lithium battery industry chain [5];
• Price Expectation
  : The company’s chairman predicts that if lithium carbonate demand grows by more than 30% in 2026, the price may exceed 100,000 yuan per ton [6];
• Institutional View
  : HSBC Research raised the target price to HK$54, optimistic about the company’s integrated layout and cost structure improvement [7];
• Fundamentals
  : The commissioning of the Sichuan project and projects like Goulamina have pushed the company’s self-owned lithium carbonate equivalent supply ratio to over 50% [0];
• Market Factors
  : Lithium prices have rebounded from their low in June 2025, driving the overall rise of lithium stocks [0], and the higher-than-expected demand for new energy vehicles and energy storage batteries has driven capital inflows [0].

Cross-domain correlation shows that Ganfeng Lithium’s hot stock performance reflects the recovery of the new energy industry chain’s prosperity, especially the long-term demand growth expectation brought by energy storage policies [5]. The company’s integrated layout (resources + processing + batteries) gives it stronger risk resistance in the lithium price fluctuation cycle [0,7].

• Risks
  : Major shareholder equity changes have attracted attention [1], and lithium price fluctuations may affect short-term performance [0];
• Opportunities
  : The long-term demand growth window brought by energy storage policies [5], and institutional rating upgrades show long-term confidence [7];
• Priority
  : Policy-driven demand growth is a high-priority opportunity, and attention should be paid to the actual trend of lithium prices and supply changes [0].

Ganfeng Lithium (01772.HK)‘s hot stock status comes from the resonance of policy, fundamental, and market factors. The company’s performance of over 100% return in 2 years reflects investors’ confidence in the recovery of the lithium industry’s prosperity [0]. Continuous attention should be paid to key factors such as the implementation of energy storage policies, lithium price trends, and the company’s project progress [0,5,6,7].