Specialty Chemicals

TIANQI LITHIUM

UBS Group AG Increases Stake in Tianqi Lithium by 110,000 Shares to 8.02%

Morgan Stanley Increased Holding in Tianqi Lithium by Approx. HK$21.41 Million on May 11

Tianqi Lithium Issues 1.43 Million New H Shares for Convertible Bond Conversion

UBS Increases Short Position in Tianqi Lithium H Shares

Morgan Stanley Increases Holdings in Tianqi Lithium

Tianqi Lithium Issues New H Shares

UBS Raises Lithium Price Forecast by 18% for 2026

UBS Increases Holdings in Tianqi Lithium by 723,800 Shares

Shanghai Steel Joint Venture Announces Increase in Battery Grade Lithium Carbonate Prices

JPMorgan Raises Its Stake in Tianqi Lithium by 834,597 Shares

Lithium Battery Industry Companies Report Strong Q1 2026 Earnings

Morgan Stanley Increases Stake in Tianqi Lithium

GFE Lithium Carbonate Main Contract Rises 5%

Tianqi Lithium Shareholders Approve New Board Members and Governance Revisions

Tianqi Lithium Reports Profit Recovery and Advances Multiple Lithium Projects

Tianqi Lithium Announces Significant Revenue and Net Profit Growth in Q1 2026

TIANQI LITHIUM released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue HKD 5.814 B, actual EPS HKD 1.2471 (forecast EPS HKD 0.603)

Tianqi Lithium Shifts Focus to Chinese Salt Lake Lithium Resources

Tianqi Lithium Reports Profitable Turnaround, Q1 2026 Net Profit Expected to Surge

Morgan Stanley reduced holdings in Tianqi Lithium

HINSANG GROUP

RIVERINE CHINA

PASHUN INT RTS

BRAINAURORA-B

SOFTMEDX

GOLDENPOWER

ZHONGKE GROUP

VISION SYNERGY

GEMILANG INTL

GHPC

02513

06809

00100

03296

03986

00175

01772

02601

00981

09696

KNOWLEDGE ATLAS(02513) rose 36.9%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 889.7%. MONTAGE TECH(06809) rose 21.31%, with a trading turnover 2.7 Billion HKD, and a year-to-date rose 368.7%. GEELY AUTO(00175) fell 5.23%, with a trading turnover 2.5 Billion HKD, and a year-to-date rose 19.4%. GANFENGLITHIUM(01772) fell 3.96%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 54%.

- The Hang Seng Index rose by 0.15%, with a year-to-date increase of 3%.  
- The Hang Seng Tech Index increased by 0.46%, but has seen a year-to-date decline of 7.7%.  
- Notable stock performances include Zhicheng (02513) up 36.9%, with a total increase of 889.7% for the year, while Geely Auto (00175) fell by 5.23%, reflecting a year-to-date increase of 19.4%.

Top Gainers&Losers

KNOWLEDGE ATLAS

MONTAGE TECH

MINIMAX-W

HUAQIN

GIGADEVICE

GEELY AUTO

GANFENGLITHIUM

CPIC

SMIC

Top 5 HK Stock Gainers/Losers (>100B) (5.13)

002466

002460

CITIC Securities anticipates a rise in lithium prices to 250,000 yuan per ton within the next 2-3 months due to ongoing supply disruptions in Africa and changes in domestic lithium mica supply. The report highlights a reduction in annual production guidance from Greenbushes and a decline in South American lithium salt exports, contributing to a supply contraction. Additionally, the demand for power and energy storage batteries is expected to exceed previous forecasts, with an increase in lithium battery production noted in May.

CoinLive

Ganfeng Lithium

CITIC Securities Co., Ltd.

CITIC SEC

CITIC Securities Expects Lithium Prices to Rise in Coming Months

00650

01384

01347

02579

01072

09903

01609

02465

PRODUCTIVE TECH(00650) fell 10.39%, with a trading turnover 25.7 Million HKD, and a year-to-date rose 267%. MINIMAX-W(00100) fell 9.51%, with a trading turnover 881.2 Million HKD, and a year-to-date rose 350%. DEEPEXI TECH(01384) fell 9.28%, with a trading turnover 2.5 Billion HKD, and a year-to-date fell 6.8%.

PRODUCTIVE TECH

DEEPEXI TECH

HUA HONG SEMI

CNGR

DONGFANG ELEC

ILUVATAR COREX

STAR SPORTS MED

LOPAL TECH

Top 10 HK Stock Losers (5.8)

01024

01208

09888

06869

HUAQIN(03296) rose 10.09%, with a trading turnover 323.3 Million HKD, and a year-to-date rose 54.4%. KUAISHOU-W(01024) rose 9.4%, with a trading turnover 9.0 Billion HKD, and a year-to-date fell 17.2%. MINIMAX-W(00100) fell 9.51%, with a trading turnover 881.2 Million HKD, and a year-to-date rose 350%. HUA HONG SEMI(01347) fell 7.5%, with a trading turnover 7.2 Billion HKD, and a year-to-date rose 76%.

- The Hang Seng Index fell by 0.87%, with a year-to-date increase of 3%.  
- The Hang Seng Tech Index declined by 0.36%, showing a year-to-date drop of 7.5%.  
- Notable stock movements include Huqina Technology rising by 10.09% and Kuaishou-W increasing by 9.4%, while MINIMAX-W dropped by 9.51% and Huahong Semiconductor decreased by 7.5%.

KUAISHOU-W

BIDU-SW

YOFC

Top 5 HK Stock Gainers/Losers (>100B) (5.8)

UBS has raised its 2026 lithium price forecast by 18% due to strong demand for battery energy storage systems and electric vehicles, driven by rising energy prices and conflicts in the Middle East. The global lithium demand is expected to grow 16% YoY to 1.97 million tonnes, with EV batteries accounting for 53%. UBS also slightly increased its supply forecast, predicting a shortfall of 65,000 tonnes. Investment ratings and target prices for TIANQI LITHIUM and GANFENG LITHIUM have been adjusted accordingly.

AASTOCKS News

UBS Group AG

Qinghai Yanhu Industry

UBS Raises 2026 CN Lithium Price Forecast by 18%, Lifts TPs for GANFENGLITHIUM , TIANQI LITHIUM

06656

00688

01138

09866

00288

06082

03968

SIGENERGY(06656) rose 10.17%, with a trading turnover 468.6 Million HKD, and a year-to-date rose 80.4%. CHINA OVERSEAS(00688) rose 8.89%, with a trading turnover 824.1 Million HKD, and a year-to-date rose 9%. WH GROUP(00288) fell 5.77%, with a trading turnover 898.8 Million HKD, and a year-to-date rose 14.9%. BIREN TECH(06082) fell 5.45%, with a trading turnover 369.4 Million HKD, and a year-to-date rose 119.7%.

- The Hang Seng Index increased by 1.68%, with a year-to-date rise of 1.9%.  
- Several stocks showed notable movements: Sihg New Energy rose by 10.17%, China Overseas Development gained 8.89%, while WH Group and Bilan Technology fell by 5.77% and 5.45%, respectively.  
- Year-to-date performance varied, with Sihg New Energy up 80.4% and Bilan Technology up 119.7%, while WH Group's increase was 14.9% and China Overseas Development was up 9%.

SIGENERGY

CHINA OVERSEAS

COSCO SHIP ENGY

NIO-SW

WH GROUP

BIREN TECH

CM BANK

Top 5 HK Stock Gainers/Losers (>100B) (4.29)

Tianqi Lithium Corp. shareholders approved a new board line-up and governance revisions during an extraordinary general meeting on April 28, 2026. Approximately 34.5% of voting shares participated, confirming that shares under the 2022 Employee Stock Ownership Plan now have voting rights. The board was re-elected with three non-independent and three independent directors. Amendments to the Articles of Association and meeting procedures were also passed, enhancing corporate governance. The current analyst rating for Tianqi Lithium (HK:9696) is a Hold with a price target of HK$57.30.

Tip Ranks

Tianqi Lithium Shareholders Back New Board Line-Up and Governance Revisions

TIANQI LITHIUMreported a remarkable first-quarter net profit of RMB1.876 billion, a staggering increase of 1,699% year-on-year. Revenue also saw a significant rise, reaching RMB5.128 billion, up 98.4% YoY. This growth is attributed to higher average selling prices of lithium products and increased investment income from associates. The earnings per share (EPS) stood at RMB1.12. The stock experienced a decline of 2.895% with short selling at $21.42 million.

TIANQI LITHIUM  1Q Net Profit RMB1.876 billion, Up 1,699% YoY

Tianqi Lithium's shares surged after the company announced a potential net profit increase of up to 43 times in Q1, driven by rising investment income and lithium product prices. The stock rose 5.5% to CNY70.47 in Shenzhen and 2.3% to HKD59.60 in Hong Kong. Expected net profit is between CNY1.7 billion and CNY2 billion. The price of battery-grade lithium carbonate has also increased significantly this year, peaking at over CNY170,000 per ton. Tianqi Lithium focuses on various stages of the lithium supply chain, established in 1995.

Yicai

Sociedad Quimica Y Minera

Chengxin Lithium

Tianqi Lithium Jumps After Chinese Miner Predicts Up to 43-Fold Surge in First-Quarter Profit

TIANQI LITHIUM(09696.HK)