Hong Kong Lithium Stocks Decline as Lithium Carbonate Prices Retreat

Stock News05-21

Lithium sector stocks experienced a downturn. GANFENGLITHIUM (01772) fell by 4.88% to HK$67.25, while TIANQI LITHIUM (09696) dropped 3.34% to HK$52.1. The decline is linked to a recent consecutive pullback in lithium carbonate prices, drawing market attention. The main lithium carbonate contract for September 2026 (2609), after hitting a near-three-year high of 209,900 yuan per tonne on May 12th, has since reversed course and declined for multiple consecutive sessions, now falling below the 180,000 yuan per tonne threshold. From a fundamental perspective, analysis suggests that on the supply side, despite some disruptions in lithium ore supply, the overall impact on annual supply volume is limited. On the demand side, electric vehicle demand has shown signs of slowing, while energy storage demand demonstrates resilience. Market focus is on subsequent production schedules and energy storage demand in the latter half of the year. Regarding inventory, a tight balance is generally anticipated for May. Looking ahead, lithium carbonate prices are expected to remain in a high-range consolidation phase in the short term.

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GANFENGLITHIUM (01772) fell by 4.88% to HK$67.25, while TIANQI LITHIUM (09696) dropped 3.34% to HK$52.1. The decline is linked to a recent consecutive pullback in lithium carbonate prices, drawing market attention. The main lithium carbonate contract for September 2026 (2609), after hitting a near-three-year high of 209,900 yuan per tonne on May 12th, has since reversed course and declined for multiple consecutive sessions, now falling below the 180,000 yuan per tonne threshold. From a fundamental perspective, analysis suggests that on the supply side, despite some disruptions in lithium ore supply, the overall impact on annual supply volume is limited. On the demand side, electric vehicle demand has shown signs of slowing, while energy storage demand demonstrates resilience. Market focus is on subsequent production schedules and energy storage demand in the latter half of the year. Regarding inventory, a tight balance is generally anticipated for May. 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