Morningstar

Ganfeng Lithium Group Co Ltd 01772

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Stock XHKG Rating as of
HK$21.00 +1.44 (7.36%)
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As of Delayed Price Closed

Company Report

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Lithium: We Expect a Recovery in 2025

Seth Goldstein

Lithium prices are at multiyear lows due to oversupply. The issue is driven by supply growth. Demand is growing at a mid-teens percentage, due to higher global electric vehicle sales and the buildout of energy storage systems. However, a wave of new supply exceeded demand growth driving prices down.

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Price vs Fair Value

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01772 is trading at a 857% premium.
Price
HK$21.00
Fair Value
HK$97.60
Uncertainty
High
1-Star Price
HK$55.23
5-Star Price
HK$21.15
Economic Moat
Bfhjf
Capital Allocation
Hrgzknjk

Bulls Say, Bears Say

Bulls

Despite a decline in the lithium price this year, lithium demand will remain resilient, driven by vehicle electrification. Ganfeng's cost advantage over higher-cost new supplies, will be enhanced in the long term.

Bears

Decrease in the price of the lithium mines or lithium compounds will significantly affect Ganfeng’s profitability, resulting in significant decline and volatility in earnings forecast.

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Trading Information

Previous Close Price
HK$19.56
Day Range
HK$19.98–22.25
52-Week Range
HK$14.92–34.50
Bid/Ask
HK$20.95 / HK$21.00
Market Cap
HK$42.36 Bil
Volume/Avg
31.0 Mil / 7.5 Mil

Key Statistics

Price/Earnings (Normalized)
84.42
Price/Sales
1.59
Dividend Yield (Trailing)
4.18%
Dividend Yield (Forward)
4.18%
Total Yield
4.18%

Company Profile

Founded in 2000, Ganfeng is the world’s third largest and China’s largest lithium compounds producer and the world’s largest lithium metals producer in terms of production capacity. The company offers five major categories of more than 40 lithium compounds and metals products, which is one of the most comprehensive product offerings among the suppliers globally. Starting as a midstream manufacturer of lithium compounds and lithium metals, Ganfeng has successfully expanded into a vertically integrated business model with operations along the critical stages of the industry value chain, including upstream lithium extraction, midstream lithium compounds and metals processing, and downstream lithium battery production and recycling.
Sector
Basic Materials
Industry
Chemicals
Stock Style Box
Large Value
Total Number of Employees
14,481
Website
https://www.ganfenglithium.com

Competitors

Valuation

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Metric
01772
ALTM
09696
Price/Earnings (Normalized)
 84.423.555.50
Price/Book Value
 0.890.490.88
Price/Sales
 1.592.591.82
Price/Cash Flow
 29.0021.013.37
Price/Earnings
01772
ALTM
09696

Financial Strength

Metric
01772
ALTM
09696
Quick Ratio
 0.511.412.58
Current Ratio
 0.912.263.44
Interest Coverage
 −1.52—24.05
Quick Ratio
01772
ALTM
09696

Profitability

Metric
01772
ALTM
09696
Return on Assets (Normalized)
 −1.72%4.76%13.88%
Return on Equity (Normalized)
 −3.43%7.45%20.45%
Return on Invested Capital (Normalized)
 −1.53%6.01%15.72%
Return on Assets
01772
ALTM
09696

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—Pybhwxm$8.3 Bil

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