智通财经网·2025-11-27 00:40Group 1 - The core viewpoint of the article highlights a significant transfer of shares for Ganfeng Lithium, with a market value of HKD 1.473 billion, representing 6.64% of the company [1] - Goldman Sachs has recently released a report indicating a notable improvement in the lithium market fundamentals in recent months, predicting a tight supply-demand situation from the second half of 2025 to the first half of 2026 [1] - The expected driving factor for this change is the strong domestic demand and exports, particularly from energy storage systems, while the supply side has not yet shown a significant acceleration in response [1] Group 2 - Goldman Sachs has downgraded the rating of Ganfeng Lithium's H-shares from "Neutral" to "Sell" [1] - The target price for Ganfeng Lithium's stock on the Hong Kong Stock Exchange has been raised from HKD 28 to HKD 32 [1]