Movement Alert｜Ganfeng Lithium Falls 3.22% in Regular Trading, Institutional Selling and Supply Expansion Continue to Pressure Lithium Sector

Market Focus07-13 10:51

On July 13, Ganfeng Lithium fell 3.22% in regular trading, trading at 40.28 HKD/share, with turnover of HKD 153 million. The broader lithium sector extended its weakness, with Tianqi Lithium down 2.31% and Dongyue Group down 2.61%.

On the news front, Hong Kong Exchange data revealed that BlackRock reduced its long position in Ganfeng Lithium H-shares from 8.02% to 6.92%, while JPMorgan's short position rose to 2.68%, signaling a bearish institutional stance. Lithium carbonate futures on the main contract have fallen from over 200,000 yuan/ton at the May peak to below 160,000 yuan/ton, directly dragging down sector valuations.

Supply-side pressures intensified as CATL's Jianxiawo lithium mine entered its restart cycle, while West Africa's largest lithium processing plant commenced operations in early July with daily ore processing capacity of 6,000 tons, equivalent to approximately 30,000 tons of lithium carbonate per year. Goldman Sachs recently projected a 20%-22% global lithium supply surplus in the second half of the year, further undermining the previous tight-balance narrative.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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