智通财经网·2026-02-11 06:58Group 1 - Ganfeng Lithium (01772) saw its stock price increase by over 4%, reaching HKD 60.7 with a trading volume of HKD 517 million [1] - The main contract for lithium carbonate rose over 8% to RMB 149,000 per ton, indicating a significant price surge in the lithium market [1] - UBS believes the market has entered a third lithium price supercycle, with a persistent supply-demand gap supporting prices significantly above market consensus [1] Group 2 - UBS has raised its forecast for lithium spodumene prices by 74% to USD 3,131 per ton and for lithium carbonate to USD 26,000 per ton, driven by the demand from electric vehicles and energy storage [1] - Global demand for lithium is expected to double to 3.4 million tons by 2030 [1] - Ganfeng Lithium recently issued a profit forecast, expecting a net profit attributable to shareholders of between RMB 1.1 billion and RMB 1.65 billion for 2025, indicating a turnaround from losses [1] Group 3 - Dongwu Securities reported that lithium salt shipments are expected to remain flat quarter-on-quarter in Q4 2025, with price increases contributing to profit elasticity [1] - For 2026, Ganfeng Lithium's lithium salt shipment volume is projected to reach 210,000 tons, a year-on-year increase of 25%, with self-supply resources estimated at 130,000 to 140,000 tons [1] - Assuming a lithium carbonate price of RMB 150,000 per ton, this could contribute over RMB 9 billion in profit [1]