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Citi: GANFENGLITHIUM (01772.HK) 1Q Core NP In Line; Lithium Price Faces Larger Upside Risk
2026-04-17 10:40:45
GANFENGLITHIUM (01772.HK)'s 1Q26 net profit turned into positive territory at RMB1.6-2.1 billion, Citi Research issued a research report saying. Based on the midpoint, core net profit is expected to be RMB1.5 billion, in line with expectation.

The results were mainly driven by a sharp rise in average selling prices, the average price of lithium carbonate of RMB154,000 per tonne, representing a 75% QoQ increase.

Meanwhile, downstream battery demand was strong. According to ZE Consulting's estimations, output of EV/ energy storage system (ESS) batteries grew 17%/ 96% YoY each, while marginal costs also declined.

Considering robust actual demand and on-and-off supply disruption factors, the broker believed that lithium prices face larger upside risk. Therefore, Citi Research kept rating at Buy on GANFENGLITHIUM, with a target price of $66.7.
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AASTOCKS Financial News
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