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

Stock News03-04

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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